+122.5%
UEIC vs VT
+11.9%
+110.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.6% |
| 7D | +36.2% | +2.9% | +33.3% | +34.4% |
| 30D | +29.3% | -2.5% | +31.8% | +30.5% |
| 3M | +18.4% | -3.3% | +21.8% | +19.8% |
| 6M | +69.0% | +1.5% | +67.5% | +68.1% |
| YTD | +92.9% | +11.4% | +81.6% | +78.3% |
| 1Y | +122.5% | +11.9% | +110.6% | +103.0% |
| All | +122.5% | +11.9% | +110.7% | +103.0% |
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