+239.3%
UFOX vs VT
+151.2%
+88.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.1% |
| 7D | +3.7% | -0.7% | +4.4% | +4.9% |
| 30D | -9.4% | -1.7% | -7.7% | -7.0% |
| 3M | -9.0% | -2.3% | -6.7% | -5.8% |
| 6M | -17.7% | +1.5% | -19.2% | -17.9% |
| YTD | +21.6% | +12.0% | +9.5% | +8.3% |
| 1Y | +17.5% | +12.9% | +4.7% | +4.0% |
| 3Y | +149.6% | +74.9% | +74.6% | +37.7% |
| 5Y | +101.8% | +59.9% | +41.8% | +23.4% |
| All | +239.3% | +151.2% | +88.2% | +31.5% |
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