+256.8%
UFOX vs VT
+158.5%
+98.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.1% |
| 7D | 0.0% | +0.4% | -0.5% | -0.6% |
| 30D | -3.7% | +1.0% | -4.7% | -4.7% |
| 3M | -21.4% | +2.4% | -23.8% | -23.0% |
| 6M | +18.5% | +12.0% | +6.5% | +4.8% |
| YTD | +27.8% | +15.3% | +12.5% | +9.3% |
| 1Y | +41.0% | +22.6% | +18.4% | +12.7% |
| 3Y | +152.4% | +74.7% | +77.8% | +38.3% |
| 5Y | +121.6% | +66.1% | +55.4% | +29.0% |
| All | +256.8% | +158.5% | +98.2% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling