+37.5%
UE vs VT
+231.3%
-193.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.7% | +2.8% |
| 7D | +5.8% | -4.2% | +10.0% | +10.4% |
| 30D | +6.3% | -5.8% | +12.1% | +12.7% |
| 3M | -4.5% | -5.2% | +0.7% | +0.5% |
| 6M | -2.9% | +0.1% | -3.1% | -4.4% |
| YTD | +11.8% | +8.2% | +3.5% | +0.5% |
| 1Y | +15.0% | +10.1% | +4.8% | +1.3% |
| 3Y | +37.2% | +69.7% | -32.4% | -25.8% |
| 5Y | +30.6% | +53.4% | -22.7% | -20.7% |
| 10Y | +25.3% | +219.2% | -193.9% | -62.3% |
| All | +37.5% | +231.3% | -193.8% | -60.9% |
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 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