+74.3%
UJUL vs VT
+142.4%
-68.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.3% | +2.4% | -1.1% | +0.3% |
| 30D | -1.0% | -1.5% | +0.5% | -0.4% |
| 3M | -0.8% | -4.1% | +3.3% | +0.9% |
| 6M | +2.3% | +0.6% | +1.8% | +1.9% |
| YTD | +6.4% | +11.0% | -4.7% | +1.4% |
| 1Y | +8.0% | +13.3% | -5.3% | +2.0% |
| 3Y | +43.4% | +73.4% | -30.0% | +13.2% |
| 5Y | +49.7% | +57.4% | -7.7% | +21.8% |
| All | +74.3% | +142.4% | -68.1% | +16.6% |
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