-18.4%
UFPI vs VT
+69.7%
-88.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.9% |
| 7D | -2.4% | -2.3% | -0.1% | 0.0% |
| 30D | +4.6% | -5.0% | +9.5% | +10.0% |
| 3M | -12.6% | -4.9% | -7.7% | -8.1% |
| 6M | -4.3% | -1.5% | -2.8% | -3.2% |
| YTD | -11.1% | +8.5% | -19.6% | -19.4% |
| 1Y | -12.1% | +11.4% | -23.5% | -22.7% |
| 3Y | -18.4% | +70.1% | -88.5% | -67.1% |
| All | -18.4% | +69.7% | -88.2% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling