+145.0%
UFO vs VT
+69.4%
+75.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | +0.7% |
| 7D | -10.8% | -4.2% | -6.6% | -4.8% |
| 30D | -16.1% | -5.8% | -10.3% | -7.9% |
| 3M | -20.1% | -5.2% | -14.9% | -13.1% |
| 6M | -26.6% | +0.1% | -26.7% | -26.0% |
| YTD | -3.6% | +8.2% | -11.8% | -13.1% |
| 1Y | +4.1% | +10.1% | -6.1% | -8.2% |
| All | +145.0% | +69.4% | +75.6% | +20.7% |
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