-6.4%
UBT vs VT
+74.1%
-80.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +11.5% | -2.6% | +14.1% | +12.2% |
| 3M | -1.0% | -3.2% | +2.3% | -0.1% |
| 6M | -7.2% | +0.9% | -8.2% | -7.5% |
| YTD | -8.4% | +11.3% | -19.7% | -10.7% |
| 1Y | -13.0% | +14.0% | -27.0% | -15.6% |
| 3Y | -6.4% | +75.8% | -82.2% | -29.8% |
| All | -6.4% | +74.1% | -80.5% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling