+266.0%
UGA vs VT
+66.2%
+199.8%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | +5.1% | +0.4% | +4.7% | +5.0% |
| 30D | +24.9% | +1.0% | +23.9% | +24.6% |
| 3M | +26.4% | +2.4% | +24.1% | +25.7% |
| 6M | +66.2% | +12.0% | +54.1% | +61.2% |
| YTD | +115.8% | +15.3% | +100.5% | +106.8% |
| 1Y | +105.6% | +22.6% | +83.0% | +92.3% |
| 3Y | +87.4% | +74.7% | +12.8% | +50.0% |
| All | +266.0% | +66.2% | +199.8% | +213.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling