-54.2%
UBRL vs VT
+12.0%
-66.2%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.8% |
| 7D | +10.0% | -0.1% | +10.2% | +10.3% |
| 30D | -5.5% | -3.1% | -2.5% | -1.6% |
| 3M | -22.7% | -3.5% | -19.2% | -19.0% |
| 6M | -22.4% | +0.5% | -22.9% | -23.6% |
| YTD | -38.1% | +10.8% | -48.9% | -49.6% |
| All | -54.2% | +12.0% | -66.2% | -63.3% |
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