+203.5%
UAN vs VT
+346.2%
-142.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.4% | +0.4% | +4.0% | +3.9% |
| 30D | +8.5% | +1.0% | +7.6% | +7.5% |
| 3M | +13.9% | +2.4% | +11.5% | +10.8% |
| 6M | +26.7% | +12.0% | +14.7% | +11.3% |
| YTD | +39.0% | +15.3% | +23.6% | +18.2% |
| 1Y | +67.8% | +22.6% | +45.2% | +33.8% |
| 3Y | +137.4% | +74.7% | +62.7% | +29.8% |
| 5Y | +386.2% | +66.1% | +320.0% | +177.0% |
| 10Y | +454.7% | +225.0% | +229.6% | +77.0% |
| All | +203.5% | +346.2% | -142.7% | -25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling