-99.9%
UK vs VT
+53.4%
-153.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -10.6% | -2.3% | -8.2% | -8.5% |
| 30D | -19.3% | -5.0% | -14.3% | -15.6% |
| 3M | -21.8% | -4.9% | -17.0% | -18.3% |
| 6M | -53.9% | -1.5% | -52.3% | -52.9% |
| YTD | -74.4% | +8.5% | -82.9% | -75.9% |
| 1Y | -81.1% | +11.4% | -92.5% | -82.4% |
| 3Y | -95.5% | +70.1% | -165.5% | -97.0% |
| All | -99.9% | +53.4% | -153.3% | -99.9% |
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