+178.3%
ULBI vs VT
+13.3%
+165.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.6% |
| 7D | +0.8% | -0.7% | +1.5% | +1.5% |
| 30D | +154.4% | -1.7% | +156.2% | +159.9% |
| 3M | +120.0% | -2.3% | +122.3% | +126.1% |
| 6M | +156.9% | +1.5% | +155.4% | +154.9% |
| YTD | +175.3% | +12.0% | +163.3% | +140.4% |
| 1Y | +178.3% | +12.9% | +165.4% | +141.2% |
| All | +178.3% | +13.3% | +165.0% | +141.2% |
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