+4,167.5%
UDOW vs VT
+436.4%
+3,731.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -4.1% | -6.4% | +0.1% |
| 7D | -5.6% | -4.2% | -1.4% | +6.1% |
| 30D | -1.8% | -5.8% | +4.0% | +15.4% |
| 3M | -17.4% | -5.2% | -12.2% | -4.3% |
| 6M | +7.7% | +0.1% | +7.6% | +8.2% |
| YTD | +11.3% | +8.2% | +3.0% | -7.6% |
| 1Y | +15.3% | +10.1% | +5.1% | -8.1% |
| 3Y | +138.5% | +69.7% | +68.8% | -33.4% |
| 5Y | +59.4% | +53.4% | +6.0% | -34.7% |
| 10Y | +692.4% | +219.2% | +473.2% | -12.3% |
| All | +4,167.5% | +436.4% | +3,731.1% | +109.4% |
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