-100.0%
UCAR vs VT
+85.7%
-185.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.6% |
| 7D | -22.3% | +0.4% | -22.7% | -23.9% |
| 30D | -49.9% | +1.0% | -50.9% | -52.0% |
| 3M | -65.9% | +2.4% | -68.3% | -69.3% |
| 6M | -96.6% | +12.0% | -108.6% | -97.7% |
| YTD | -96.9% | +15.3% | -112.2% | -98.0% |
| 1Y | -97.7% | +22.6% | -120.3% | -98.6% |
| 3Y | -100.0% | +74.7% | -174.7% | -100.0% |
| All | -100.0% | +85.7% | -185.7% | -100.0% |
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