+200.5%
UFOX vs VT
+142.6%
+57.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.1% | -3.2% |
| 7D | -15.9% | -4.2% | -11.7% | -11.2% |
| 30D | -24.0% | -5.8% | -18.2% | -18.0% |
| 3M | -18.9% | -5.2% | -13.7% | -13.0% |
| 6M | -20.9% | +0.1% | -21.0% | -19.8% |
| YTD | +7.6% | +8.2% | -0.6% | -0.1% |
| 1Y | +4.3% | +10.1% | -5.8% | -5.0% |
| 3Y | +126.9% | +69.7% | +57.3% | +29.9% |
| 5Y | +79.9% | +53.4% | +26.5% | +15.5% |
| All | +200.5% | +142.6% | +57.9% | +21.3% |
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 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