+170.8%
UCYB vs VT
+72.7%
+98.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +1.3% |
| 7D | -2.2% | -2.0% | -0.2% | +2.1% |
| 30D | -12.5% | -1.4% | -11.0% | -9.5% |
| 3M | +23.1% | +4.7% | +18.3% | +12.1% |
| 6M | +88.7% | +11.4% | +77.3% | +50.2% |
| YTD | +55.8% | +13.1% | +42.7% | +19.8% |
| 1Y | +37.6% | +19.0% | +18.6% | -5.1% |
| All | +170.8% | +72.7% | +98.1% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling