+39.8%
UJAN vs VT
+76.6%
-36.8%
-9.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +0.3% | +1.0% | -0.7% | -0.1% |
| 30D | +0.4% | -0.2% | +0.6% | +0.5% |
| 3M | +2.7% | +4.5% | -1.8% | +0.8% |
| 6M | +7.3% | +14.1% | -6.7% | +1.3% |
| YTD | +7.0% | +14.8% | -7.8% | +0.6% |
| 1Y | +11.1% | +21.2% | -10.0% | +2.0% |
| 3Y | +39.8% | +76.6% | -36.7% | +5.5% |
| All | +39.8% | +76.6% | -36.8% | +5.5% |
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 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