+59.4%
UDOW vs VT
+53.2%
+6.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -4.1% | -6.4% | -0.5% |
| 7D | -5.6% | -4.2% | -1.4% | +5.4% |
| 30D | -1.8% | -5.8% | +4.0% | +14.3% |
| 3M | -17.4% | -5.2% | -12.2% | -5.0% |
| 6M | +7.7% | +0.1% | +7.6% | +8.3% |
| YTD | +11.3% | +8.2% | +3.0% | -6.5% |
| 1Y | +15.3% | +10.1% | +5.1% | -6.8% |
| 3Y | +138.5% | +69.7% | +68.8% | -27.5% |
| 5Y | +59.4% | +53.4% | +6.0% | -28.1% |
| All | +59.4% | +53.2% | +6.2% | -28.1% |
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 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