-89.2%
UIS vs VT
+66.2%
-155.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -2.6% | +0.4% | -3.0% | -3.3% |
| 30D | -10.6% | +1.0% | -11.6% | -11.7% |
| 3M | -39.4% | +2.4% | -41.7% | -42.0% |
| 6M | +8.7% | +12.0% | -3.3% | -9.9% |
| YTD | -5.1% | +15.3% | -20.4% | -24.8% |
| 1Y | -31.4% | +22.6% | -54.0% | -50.4% |
| 3Y | -34.0% | +74.7% | -108.7% | -71.4% |
| All | -89.2% | +66.2% | -155.4% | -95.0% |
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