+330.6%
UBSI vs VT
+356.5%
-25.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | -0.1% | +2.4% | -2.5% | -2.7% |
| 30D | +5.2% | -1.5% | +6.7% | +6.6% |
| 3M | -1.1% | -4.1% | +3.1% | +3.1% |
| 6M | +16.1% | +0.6% | +15.6% | +14.2% |
| YTD | +28.7% | +11.0% | +17.7% | +13.0% |
| 1Y | +36.9% | +13.3% | +23.6% | +17.4% |
| 3Y | +80.5% | +73.4% | +7.1% | -3.1% |
| 5Y | +53.1% | +57.4% | -4.3% | -9.4% |
| 10Y | +61.4% | +221.7% | -160.3% | -55.6% |
| All | +330.6% | +356.5% | -25.9% | +5.2% |
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