-32.5%
UIS vs VT
+74.0%
-106.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.2% |
| 7D | +5.9% | +2.4% | +3.6% | +1.7% |
| 30D | +31.9% | -1.5% | +33.4% | +34.2% |
| 3M | -1.0% | -4.1% | +3.1% | +5.8% |
| 6M | -8.1% | +0.6% | -8.6% | -10.5% |
| YTD | +3.3% | +11.0% | -7.8% | -15.9% |
| 1Y | +6.3% | +13.3% | -7.0% | -16.5% |
| 3Y | -32.5% | +73.4% | -105.9% | -79.3% |
| All | -32.5% | +74.0% | -106.5% | -79.3% |
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