-82.1%
UEIC vs VT
+57.0%
-139.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.8% |
| 7D | +24.1% | +2.4% | +21.7% | +21.6% |
| 30D | +37.6% | -1.5% | +39.1% | +40.1% |
| 3M | +39.4% | -4.1% | +43.5% | +45.5% |
| 6M | +87.2% | +0.6% | +86.6% | +85.6% |
| YTD | +99.6% | +11.0% | +88.6% | +77.5% |
| 1Y | +142.6% | +13.3% | +129.3% | +111.1% |
| 3Y | -13.8% | +73.4% | -87.2% | -50.9% |
| All | -82.1% | +57.0% | -139.1% | -89.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling