+71.2%
UCYB vs VT
+66.2%
+5.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.2% |
| 7D | -4.6% | +1.0% | -5.6% | -6.8% |
| 30D | -9.4% | -0.2% | -9.2% | -8.7% |
| 3M | +14.4% | +4.5% | +9.9% | +3.9% |
| 6M | +86.2% | +14.1% | +72.1% | +38.3% |
| YTD | +55.1% | +14.8% | +40.3% | +13.6% |
| 1Y | +38.2% | +21.2% | +17.0% | -10.1% |
| 3Y | +174.9% | +76.6% | +98.3% | -21.1% |
| 5Y | +71.2% | +66.6% | +4.6% | -38.3% |
| All | +71.2% | +66.2% | +5.0% | -38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling