+17.5%
UFOX vs VT
+11.9%
+5.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -1.8% |
| 7D | +5.7% | +2.4% | +3.3% | +1.4% |
| 30D | -7.5% | -1.5% | -6.0% | -4.5% |
| 3M | -14.3% | -4.1% | -10.1% | -6.9% |
| 6M | -18.8% | +0.6% | -19.4% | -17.9% |
| YTD | +18.2% | +11.0% | +7.1% | +2.2% |
| 1Y | +17.5% | +13.3% | +4.2% | -2.3% |
| All | +17.5% | +11.9% | +5.6% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling