+88.9%
UAE vs VT
+223.7%
-134.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +0.7% |
| 7D | +5.6% | +0.4% | +5.2% | +5.4% |
| 30D | +5.0% | -2.6% | +7.6% | +6.6% |
| 3M | +2.8% | -3.2% | +6.0% | +4.7% |
| 6M | +7.3% | +0.9% | +6.4% | +6.8% |
| YTD | +9.8% | +11.3% | -1.5% | +3.7% |
| 1Y | +9.1% | +14.0% | -4.9% | +1.7% |
| 3Y | +58.0% | +75.8% | -17.8% | +16.5% |
| 5Y | +54.8% | +57.8% | -3.1% | +20.0% |
| 10Y | +88.9% | +219.8% | -130.9% | +1.6% |
| All | +88.9% | +223.7% | -134.8% | +1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling