+9.9%
UBOT vs VT
+74.0%
-64.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -0.7% |
| 7D | +1.6% | +2.4% | -0.7% | -5.1% |
| 30D | -17.5% | -1.5% | -16.0% | -12.4% |
| 3M | -34.2% | -4.1% | -30.1% | -23.6% |
| 6M | -47.7% | +0.6% | -48.2% | -46.0% |
| YTD | -34.3% | +11.0% | -45.3% | -48.0% |
| 1Y | -30.9% | +13.3% | -44.2% | -48.4% |
| 3Y | +9.9% | +73.4% | -63.5% | -74.1% |
| All | +9.9% | +74.0% | -64.1% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling