+6.3%
UE vs VT
+222.7%
-216.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | -1.9% | +0.4% | -2.4% | -2.4% |
| 30D | -4.8% | +1.0% | -5.8% | -5.9% |
| 3M | -5.3% | +2.4% | -7.7% | -8.5% |
| 6M | +2.4% | +12.0% | -9.6% | -10.9% |
| YTD | +11.4% | +15.3% | -3.9% | -6.6% |
| 1Y | +3.3% | +22.6% | -19.3% | -19.6% |
| 3Y | +42.9% | +74.7% | -31.8% | -27.3% |
| 5Y | +33.7% | +66.1% | -32.4% | -27.7% |
| All | +6.3% | +222.7% | -216.5% | -72.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling