-68.7%
UBOT vs VT
+53.4%
-122.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.1% |
| 7D | -8.7% | -2.3% | -6.4% | -1.4% |
| 30D | -26.0% | -5.0% | -21.1% | -12.9% |
| 3M | -31.9% | -4.9% | -27.0% | -19.5% |
| 6M | -44.1% | -1.5% | -42.5% | -38.6% |
| YTD | -35.3% | +8.5% | -43.8% | -45.0% |
| 1Y | -34.8% | +11.4% | -46.2% | -48.3% |
| 3Y | +9.8% | +70.1% | -60.3% | -70.7% |
| All | -68.7% | +53.4% | -122.1% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling