-85.6%
UFG vs VT
+41.3%
-126.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.2% |
| 7D | +6.7% | +1.0% | +5.7% | +6.3% |
| 30D | +16.4% | -0.2% | +16.6% | +16.5% |
| 3M | -22.9% | +4.5% | -27.4% | -24.4% |
| 6M | -51.2% | +14.1% | -65.2% | -53.8% |
| YTD | -15.3% | +14.8% | -30.1% | -20.3% |
| 1Y | -90.9% | +21.2% | -112.1% | -91.5% |
| All | -85.6% | +41.3% | -126.9% | -87.7% |
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