+153.0%
UDOW vs VT
+75.0%
+78.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | -0.8% | +0.4% | -1.3% | -1.8% |
| 30D | -5.5% | +1.0% | -6.5% | -7.7% |
| 3M | +8.1% | +2.4% | +5.7% | +2.2% |
| 6M | +24.3% | +12.0% | +12.3% | -5.2% |
| YTD | +27.2% | +15.3% | +11.9% | -9.5% |
| 1Y | +44.3% | +22.6% | +21.7% | -11.6% |
| All | +153.0% | +75.0% | +78.0% | -28.3% |
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 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