+334.7%
UBSI vs VT
+355.4%
-20.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | +6.9% | -3.1% | +10.0% | +10.3% |
| 3M | +2.0% | -3.5% | +5.5% | +5.5% |
| 6M | +13.8% | +0.5% | +13.4% | +12.0% |
| YTD | +29.9% | +10.8% | +19.2% | +14.4% |
| 1Y | +37.5% | +11.9% | +25.6% | +19.6% |
| 3Y | +85.1% | +73.0% | +12.1% | -0.3% |
| 5Y | +54.4% | +58.6% | -4.2% | -9.4% |
| 10Y | +69.6% | +219.2% | -149.6% | -53.0% |
| All | +334.7% | +355.4% | -20.8% | +6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling