+33.2%
UGP vs VT
+69.7%
-36.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | -6.7% | -2.3% | -4.4% | -5.3% |
| 30D | -30.0% | -5.0% | -25.0% | -27.5% |
| 3M | -12.4% | -4.9% | -7.5% | -9.5% |
| 6M | -6.8% | -1.5% | -5.3% | -6.5% |
| YTD | +48.0% | +8.5% | +39.5% | +37.3% |
| 1Y | +35.1% | +11.4% | +23.8% | +23.0% |
| 3Y | +33.2% | +70.1% | -36.8% | -13.2% |
| All | +33.2% | +69.7% | -36.5% | -13.2% |
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