+127.8%
ULBI vs VT
+13.3%
+114.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +145.8% | -1.6% | +147.4% | +151.5% |
| 30D | +140.1% | -2.5% | +142.6% | +148.2% |
| 3M | +197.7% | -1.3% | +199.0% | +204.5% |
| 6M | +127.8% | +3.1% | +124.8% | +123.1% |
| YTD | +173.3% | +10.9% | +162.3% | +147.2% |
| All | +127.8% | +13.3% | +114.6% | +103.2% |
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