+346.6%
UCTT vs VT
+345.0%
+1.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.5% | -4.1% | -11.5% | -8.8% |
| 7D | -32.0% | -4.2% | -27.8% | -26.6% |
| 30D | -49.2% | -5.8% | -43.4% | -43.2% |
| 3M | -53.6% | -5.2% | -48.4% | -48.4% |
| 6M | -55.3% | +0.1% | -55.4% | -53.1% |
| YTD | +46.9% | +8.2% | +38.6% | +39.1% |
| 1Y | +38.2% | +10.1% | +28.1% | +28.2% |
| 3Y | +44.1% | +69.7% | -25.5% | -25.7% |
| 5Y | -36.1% | +53.4% | -89.4% | -59.0% |
| 10Y | +329.6% | +219.2% | +110.3% | +9.6% |
| All | +346.6% | +345.0% | +1.6% | -39.2% |
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