-6.6%
TUA vs VT
+95.9%
-102.5%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.3% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | -1.5% | -0.2% | -1.3% | -1.5% |
| 3M | -0.8% | +4.5% | -5.3% | -0.7% |
| 6M | -6.1% | +14.1% | -20.1% | -5.7% |
| YTD | -7.0% | +14.8% | -21.8% | -6.6% |
| 1Y | -7.3% | +21.2% | -28.5% | -6.6% |
| 3Y | +2.1% | +76.6% | -74.5% | +4.7% |
| All | -6.6% | +95.9% | -102.5% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling