-1.9%
UL vs VT
+13.3%
-15.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.1% |
| 7D | -1.7% | -0.7% | -1.0% | -1.7% |
| 30D | +4.5% | -1.7% | +6.2% | +4.6% |
| 3M | +5.5% | -2.3% | +7.8% | +5.6% |
| 6M | +17.0% | +1.5% | +15.5% | +16.1% |
| YTD | +3.2% | +12.0% | -8.9% | +0.7% |
| 1Y | -1.9% | +12.9% | -14.7% | -4.3% |
| All | -1.9% | +13.3% | -15.1% | -4.3% |
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 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