+63.3%
UCC vs VT
+69.7%
-6.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.7% |
| 7D | +3.5% | -2.3% | +5.9% | +9.6% |
| 30D | +10.4% | -5.0% | +15.3% | +24.5% |
| 3M | -2.8% | -4.9% | +2.0% | +9.6% |
| 6M | -8.0% | -1.5% | -6.5% | -4.4% |
| YTD | -10.0% | +8.5% | -18.4% | -25.6% |
| 1Y | -8.2% | +11.4% | -19.5% | -28.8% |
| 3Y | +63.3% | +70.1% | -6.8% | -52.3% |
| All | +63.3% | +69.7% | -6.4% | -52.3% |
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