+29.9%
UBSI vs VT
+18.7%
+11.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | -0.5% | -2.0% | +1.5% | +0.4% |
| 30D | -2.4% | -1.4% | -1.0% | -1.8% |
| 3M | +6.4% | +4.7% | +1.6% | +3.6% |
| 6M | +20.7% | +11.4% | +9.4% | +12.9% |
| YTD | +25.5% | +13.1% | +12.5% | +15.8% |
| 1Y | +29.9% | +19.0% | +10.9% | +15.4% |
| All | +29.9% | +18.7% | +11.2% | +15.4% |
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