-95.5%
UK vs VT
+69.7%
-165.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -10.6% | -2.3% | -8.2% | -8.8% |
| 30D | -19.3% | -5.0% | -14.3% | -16.1% |
| 3M | -21.8% | -4.9% | -17.0% | -18.8% |
| 6M | -53.9% | -1.5% | -52.3% | -53.0% |
| YTD | -74.4% | +8.5% | -82.9% | -75.4% |
| 1Y | -81.1% | +11.4% | -92.5% | -82.0% |
| 3Y | -95.5% | +70.1% | -165.5% | -94.3% |
| All | -95.5% | +69.7% | -165.2% | -94.3% |
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 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