+116.2%
UCYB vs VT
+87.0%
+29.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.2% |
| 7D | -8.5% | +0.4% | -8.9% | -9.3% |
| 30D | -8.0% | +1.0% | -9.0% | -9.7% |
| 3M | +4.0% | +2.4% | +1.6% | -0.6% |
| 6M | +96.1% | +12.0% | +84.1% | +52.2% |
| YTD | +57.2% | +15.3% | +41.8% | +14.4% |
| 1Y | +48.9% | +22.6% | +26.4% | -4.9% |
| 3Y | +175.0% | +74.7% | +100.3% | -16.9% |
| 5Y | +67.9% | +66.1% | +1.8% | -38.7% |
| All | +116.2% | +87.0% | +29.3% | -38.1% |
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