+60.4%
UFEB vs VT
+129.8%
-69.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.3% | 0.0% |
| 30D | +0.6% | +1.0% | -0.4% | +0.3% |
| 3M | +2.2% | +2.4% | -0.2% | +1.3% |
| 6M | +6.5% | +12.0% | -5.5% | +2.2% |
| YTD | +7.4% | +15.3% | -8.0% | +1.9% |
| 1Y | +11.7% | +22.6% | -10.8% | +3.8% |
| 3Y | +40.0% | +74.7% | -34.6% | +14.7% |
| 5Y | +42.7% | +66.1% | -23.4% | +18.2% |
| All | +60.4% | +129.8% | -69.4% | +17.3% |
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