-31.2%
ULBI vs VT
+65.7%
-96.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.6% |
| 7D | -9.0% | -0.1% | -8.9% | -8.9% |
| 30D | -18.9% | -0.7% | -18.2% | -18.3% |
| 3M | -13.3% | +4.0% | -17.2% | -16.5% |
| 6M | +5.6% | +12.3% | -6.7% | -6.1% |
| YTD | -1.6% | +14.0% | -15.6% | -13.8% |
| 1Y | -14.3% | +20.3% | -34.6% | -28.8% |
| 3Y | -41.4% | +75.4% | -116.9% | -64.0% |
| 5Y | -31.2% | +66.0% | -97.1% | -57.8% |
| All | -31.2% | +65.7% | -96.9% | -57.8% |
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