+84.0%
UCTT vs VT
+13.3%
+70.7%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.4% |
| 7D | -6.7% | -1.6% | -5.1% | -0.5% |
| 30D | -33.9% | -2.5% | -31.4% | -26.3% |
| 3M | -46.1% | -1.3% | -44.8% | -42.6% |
| 6M | -35.6% | +3.1% | -38.7% | -37.5% |
| YTD | +89.6% | +10.9% | +78.6% | +49.8% |
| All | +84.0% | +13.3% | +70.7% | +36.1% |
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 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