-3.3%
LVS vs UUUU
+465.5%
-468.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.1% |
| 7D | -3.5% | -10.5% | +7.0% | -2.2% |
| 30D | -6.2% | -10.5% | +4.3% | -5.2% |
| 3M | -14.8% | -14.1% | -0.7% | -13.8% |
| 6M | -20.9% | -35.5% | +14.6% | -18.0% |
| YTD | -33.0% | -10.9% | -22.1% | -34.2% |
| 1Y | -20.0% | +3.4% | -23.4% | -25.1% |
| 3Y | -6.9% | +73.1% | -80.1% | -23.3% |
| 5Y | +9.1% | +87.1% | -78.1% | -15.5% |
| All | -3.3% | +465.5% | -468.8% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling