+242.1%
UI vs VT
+75.0%
+167.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -3.1% | +0.4% | -3.6% | -3.8% |
| 30D | +2.0% | +1.0% | +1.0% | +0.4% |
| 3M | -0.1% | +2.4% | -2.5% | -4.1% |
| 6M | -27.2% | +12.0% | -39.2% | -39.5% |
| YTD | +5.2% | +15.3% | -10.2% | -16.7% |
| 1Y | +3.1% | +22.6% | -19.4% | -25.8% |
| All | +242.1% | +75.0% | +167.1% | +49.8% |
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