+158.4%
UAN vs VT
+330.6%
-172.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -0.7% |
| 7D | -10.7% | +0.4% | -11.1% | -11.2% |
| 30D | -10.7% | -2.6% | -8.1% | -8.7% |
| 3M | -7.6% | -3.2% | -4.3% | -5.1% |
| 6M | -4.3% | +0.9% | -5.2% | -6.2% |
| YTD | +18.3% | +11.3% | +7.0% | +3.7% |
| 1Y | +26.8% | +14.0% | +12.8% | +8.3% |
| 3Y | +96.8% | +75.8% | +21.0% | +6.2% |
| 5Y | +207.5% | +57.8% | +149.6% | +83.9% |
| 10Y | +520.7% | +219.8% | +300.9% | +101.0% |
| All | +158.4% | +330.6% | -172.2% | -34.4% |
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