+212.2%
UFOX vs VT
+143.2%
+69.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.6% |
| 7D | -7.9% | -2.3% | -5.6% | -5.1% |
| 30D | -19.9% | -5.0% | -15.0% | -14.5% |
| 3M | -15.5% | -4.9% | -10.7% | -9.8% |
| 6M | -18.8% | -1.5% | -17.3% | -16.1% |
| YTD | +11.8% | +8.5% | +3.4% | +3.5% |
| 1Y | +9.3% | +11.4% | -2.1% | -1.7% |
| 3Y | +135.8% | +70.1% | +65.7% | +34.6% |
| 5Y | +86.9% | +53.7% | +33.2% | +19.7% |
| All | +212.2% | +143.2% | +69.0% | +25.7% |
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