-77.7%
UEIC vs VT
+374.2%
-451.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | +4.2% | +0.4% | +3.8% | +3.7% |
| 30D | +4.1% | +1.0% | +3.1% | +3.0% |
| 3M | +22.4% | +2.4% | +20.0% | +18.9% |
| 6M | +27.1% | +12.0% | +15.1% | +11.7% |
| YTD | +37.3% | +15.3% | +21.9% | +17.0% |
| 1Y | +2.2% | +22.6% | -20.4% | -18.1% |
| 3Y | -44.6% | +74.7% | -119.3% | -68.9% |
| 5Y | -90.5% | +66.1% | -156.6% | -94.4% |
| 10Y | -93.5% | +225.0% | -318.5% | -98.1% |
| All | -77.7% | +374.2% | -451.9% | -95.3% |
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 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