-86.4%
UIS vs VT
+57.5%
-143.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +8.1% |
| 7D | +23.7% | -0.1% | +23.9% | +22.9% |
| 30D | +31.5% | -3.1% | +34.6% | +37.2% |
| 3M | +1.0% | -3.5% | +4.5% | +6.3% |
| 6M | -8.2% | +0.5% | -8.6% | -10.3% |
| YTD | +5.8% | +10.8% | -5.0% | -11.4% |
| 1Y | +4.3% | +11.9% | -7.6% | -13.9% |
| 3Y | -33.8% | +73.0% | -106.8% | -71.3% |
| 5Y | -86.4% | +58.6% | -145.0% | -93.3% |
| All | -86.4% | +57.5% | -143.9% | -93.3% |
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 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