-4.3%
TU vs VT
+221.4%
-225.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | 0.0% | +1.0% | -1.0% | -0.6% |
| 30D | -0.7% | -0.2% | -0.5% | -0.6% |
| 3M | -18.7% | +4.5% | -23.3% | -21.2% |
| 6M | -26.1% | +14.1% | -40.2% | -32.4% |
| YTD | -23.2% | +14.8% | -37.9% | -30.1% |
| 1Y | -38.4% | +21.2% | -59.6% | -46.0% |
| 3Y | -31.9% | +76.6% | -108.5% | -54.8% |
| 5Y | -46.1% | +66.6% | -112.7% | -63.2% |
| 10Y | -4.3% | +222.3% | -226.6% | -62.3% |
| All | -4.3% | +221.4% | -225.8% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling