-82.5%
UK vs VT
+13.3%
-95.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -6.1% |
| 7D | -15.2% | -0.7% | -14.5% | -14.2% |
| 30D | -19.4% | -1.7% | -17.6% | -17.3% |
| 3M | -31.9% | -2.3% | -29.6% | -29.6% |
| 6M | -50.2% | +1.5% | -51.7% | -50.6% |
| YTD | -75.8% | +12.0% | -87.8% | -80.1% |
| 1Y | -82.5% | +12.9% | -95.3% | -85.5% |
| All | -82.5% | +13.3% | -95.7% | -85.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling