-38.2%
ULBI vs VT
+76.6%
-114.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.3% |
| 7D | -3.9% | +1.0% | -4.9% | -5.4% |
| 30D | -6.5% | -0.2% | -6.2% | -6.1% |
| 3M | -10.8% | +4.5% | -15.4% | -16.4% |
| 6M | +13.1% | +14.1% | -0.9% | -8.0% |
| YTD | +3.8% | +14.8% | -10.9% | -16.4% |
| 1Y | -15.0% | +21.2% | -36.2% | -37.5% |
| 3Y | -38.2% | +76.6% | -114.8% | -79.1% |
| All | -38.2% | +76.6% | -114.8% | -79.1% |
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