+106.4%
UCO vs VT
+57.4%
+49.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.6% | -8.0% | -6.4% |
| 7D | -14.6% | +0.4% | -14.9% | -14.9% |
| 30D | -9.5% | -2.6% | -6.9% | -8.7% |
| 3M | +39.0% | -3.2% | +42.2% | +40.2% |
| 6M | +15.7% | +0.9% | +14.7% | +13.7% |
| YTD | +166.2% | +11.3% | +154.9% | +143.3% |
| 1Y | +143.1% | +14.0% | +129.1% | +118.0% |
| 3Y | +79.3% | +75.8% | +3.5% | +13.8% |
| 5Y | +106.4% | +57.8% | +48.6% | +76.5% |
| All | +106.4% | +57.4% | +49.1% | +76.5% |
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