+3.2%
UEIC vs VT
+22.0%
-18.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | +4.2% | +0.4% | +3.8% | +4.0% |
| 30D | +4.1% | +1.0% | +3.1% | +3.7% |
| 3M | +22.4% | +2.4% | +20.0% | +21.1% |
| 6M | +27.1% | +12.0% | +15.1% | +20.6% |
| YTD | +37.3% | +15.3% | +21.9% | +25.0% |
| All | +3.2% | +22.0% | -18.8% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling