+168.6%
UCO vs VT
+66.2%
+102.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.6% |
| 7D | +4.0% | +1.0% | +3.0% | +3.6% |
| 30D | +33.4% | -0.2% | +33.6% | +33.4% |
| 3M | +5.7% | +4.5% | +1.1% | +2.8% |
| 6M | +47.0% | +14.1% | +32.9% | +34.0% |
| YTD | +155.4% | +14.8% | +140.7% | +131.0% |
| 1Y | +118.9% | +21.2% | +97.8% | +89.8% |
| 3Y | +42.9% | +76.6% | -33.6% | -9.0% |
| 5Y | +168.6% | +66.6% | +102.0% | +100.1% |
| All | +168.6% | +66.2% | +102.4% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling