-33.6%
UBEW vs VT
+11.9%
-45.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.2% |
| 7D | +0.7% | +2.9% | -2.2% | -1.5% |
| 30D | -4.2% | -2.5% | -1.7% | -2.3% |
| 3M | -10.7% | -3.3% | -7.3% | -8.3% |
| 6M | -13.5% | +1.5% | -15.1% | -15.2% |
| YTD | -21.1% | +11.4% | -32.5% | -30.7% |
| 1Y | -33.6% | +11.9% | -45.6% | -42.3% |
| All | -33.6% | +11.9% | -45.5% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling