-27.9%
UEIC vs VT
+69.7%
-97.6%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +0.2% | +13.3% | +13.4% |
| 7D | +12.4% | -2.3% | +14.7% | +15.0% |
| 30D | +0.4% | -5.0% | +5.3% | +5.3% |
| 3M | +21.0% | -4.9% | +25.9% | +26.6% |
| 6M | +34.1% | -1.5% | +35.7% | +35.2% |
| YTD | +60.9% | +8.5% | +52.4% | +45.2% |
| 1Y | +74.9% | +11.4% | +63.5% | +52.7% |
| 3Y | -27.9% | +70.1% | -97.9% | -63.0% |
| All | -27.9% | +69.7% | -97.6% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling