+72.9%
UCTT vs VT
+12.5%
+60.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +3.5% |
| 7D | -2.7% | -0.1% | -2.6% | -1.6% |
| 30D | -31.9% | -3.1% | -28.8% | -22.0% |
| 3M | -43.2% | -3.5% | -39.7% | -33.7% |
| 6M | -46.4% | +0.5% | -46.8% | -43.4% |
| YTD | +84.4% | +10.8% | +73.6% | +47.0% |
| 1Y | +72.9% | +11.9% | +61.0% | +34.4% |
| All | +72.9% | +12.5% | +60.5% | +34.4% |
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