+769.5%
UCTT vs VT
+374.2%
+395.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +4.2% | +0.4% | +3.8% | +3.5% |
| 30D | -9.7% | +1.0% | -10.7% | -10.8% |
| 3M | -22.7% | +2.4% | -25.1% | -23.2% |
| 6M | +22.8% | +12.0% | +10.8% | +7.4% |
| YTD | +185.9% | +15.3% | +170.6% | +140.5% |
| 1Y | +203.2% | +22.6% | +180.6% | +135.5% |
| 3Y | +104.1% | +74.7% | +29.4% | -1.3% |
| 5Y | +55.0% | +66.1% | -11.1% | -13.3% |
| 10Y | +874.8% | +225.0% | +649.8% | +135.2% |
| All | +769.5% | +374.2% | +395.3% | +5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling