+192.3%
UGP vs VT
+66.2%
+126.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +12.9% | +0.4% | +12.4% | +12.4% |
| 30D | +19.7% | +1.0% | +18.8% | +18.7% |
| 3M | +52.7% | +2.4% | +50.3% | +49.1% |
| 6M | +52.0% | +12.0% | +40.0% | +36.9% |
| YTD | +98.8% | +15.3% | +83.5% | +74.6% |
| 1Y | +106.5% | +22.6% | +83.9% | +72.1% |
| 3Y | +114.5% | +74.7% | +39.8% | +28.6% |
| All | +192.3% | +66.2% | +126.1% | +94.7% |
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