+133.3%
UCO vs VT
+13.3%
+120.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +3.4% |
| 7D | -3.6% | -0.7% | -2.9% | -4.7% |
| 30D | -13.6% | -1.7% | -11.9% | -15.6% |
| 3M | +22.1% | -2.3% | +24.4% | +18.7% |
| 6M | +7.3% | +1.5% | +5.8% | +13.8% |
| YTD | +164.3% | +12.0% | +152.3% | +231.2% |
| 1Y | +133.3% | +12.9% | +120.4% | +192.2% |
| All | +133.3% | +13.3% | +120.0% | +192.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling