-55.2%
UBRL vs VT
+15.2%
-70.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.7% | +8.5% | +7.9% |
| 7D | +14.4% | -0.3% | +14.8% | +15.0% |
| 30D | -0.2% | -1.4% | +1.2% | +1.7% |
| 3M | -10.3% | -1.4% | -8.9% | -8.5% |
| 6M | -19.7% | +5.5% | -25.2% | -26.4% |
| YTD | -38.0% | +12.8% | -50.9% | -50.6% |
| 1Y | -55.2% | +15.4% | -70.7% | -66.6% |
| All | -55.2% | +15.2% | -70.4% | -66.6% |
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