+84.1%
UFO vs VT
+140.7%
-56.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.0% |
| 7D | +2.9% | -0.1% | +3.0% | +3.1% |
| 30D | -0.6% | -3.1% | +2.5% | +3.4% |
| 3M | -12.8% | -3.5% | -9.3% | -8.7% |
| 6M | -23.3% | +0.5% | -23.8% | -23.0% |
| YTD | +8.1% | +10.8% | -2.7% | -2.9% |
| 1Y | +20.1% | +11.9% | +8.3% | +6.9% |
| 3Y | +178.3% | +73.0% | +105.3% | +53.5% |
| 5Y | +48.7% | +58.6% | -9.9% | -9.2% |
| All | +84.1% | +140.7% | -56.6% | -26.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling