+80.4%
UGA vs VT
+11.9%
+68.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.8% |
| 7D | -4.8% | +2.4% | -7.1% | -2.0% |
| 30D | -16.3% | -1.5% | -14.8% | -17.4% |
| 3M | +3.6% | -4.1% | +7.8% | -0.5% |
| 6M | +1.8% | +0.6% | +1.2% | +4.3% |
| YTD | +97.9% | +11.0% | +86.8% | +131.3% |
| 1Y | +80.4% | +13.3% | +67.1% | +109.6% |
| All | +80.4% | +11.9% | +68.5% | +109.6% |
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