+1,770.7%
UCC vs VT
+374.2%
+1,396.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.6% |
| 7D | -4.1% | +0.4% | -4.5% | -4.7% |
| 30D | -7.1% | +1.0% | -8.0% | -8.4% |
| 3M | -6.1% | +2.4% | -8.5% | -9.2% |
| 6M | -6.7% | +12.0% | -18.7% | -21.3% |
| YTD | -12.8% | +15.3% | -28.2% | -29.6% |
| 1Y | -12.0% | +22.6% | -34.5% | -35.0% |
| 3Y | +38.3% | +74.7% | -36.4% | -36.2% |
| 5Y | -13.3% | +66.1% | -79.4% | -52.7% |
| 10Y | +241.3% | +225.0% | +16.3% | -20.1% |
| All | +1,770.7% | +374.2% | +1,396.5% | +220.9% |
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