+75.0%
UI vs VT
+53.2%
+21.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.3% | -2.5% |
| 7D | -15.2% | -4.2% | -11.1% | -9.5% |
| 30D | -17.9% | -5.8% | -12.1% | -10.2% |
| 3M | -9.5% | -5.2% | -4.3% | -1.8% |
| 6M | -49.2% | +0.1% | -49.3% | -49.1% |
| YTD | -6.7% | +8.2% | -14.9% | -15.7% |
| 1Y | -33.5% | +10.1% | -43.6% | -41.3% |
| 3Y | +398.1% | +69.7% | +328.4% | +159.2% |
| 5Y | +75.0% | +53.4% | +21.6% | +0.9% |
| All | +75.0% | +53.2% | +21.8% | +0.9% |
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