+3,324.8%
UI vs VT
+392.1%
+2,932.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -9.0% | -1.6% | -7.4% | -7.1% |
| 30D | -12.1% | -2.5% | -9.6% | -9.2% |
| 3M | -0.4% | -1.3% | +0.9% | +1.4% |
| 6M | -46.4% | +3.1% | -49.4% | -48.1% |
| YTD | -1.0% | +10.9% | -12.0% | -11.6% |
| 1Y | -29.2% | +12.1% | -41.2% | -37.4% |
| 3Y | +428.3% | +73.9% | +354.4% | +191.8% |
| 5Y | +74.8% | +58.0% | +16.8% | +8.2% |
| 10Y | +1,035.9% | +225.5% | +810.4% | +237.1% |
| All | +3,324.8% | +392.1% | +2,932.7% | +656.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling