+168.2%
ULBI vs VT
+57.4%
+110.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -2.5% |
| 7D | +0.4% | +0.4% | +0.1% | -0.2% |
| 30D | +150.6% | -2.6% | +153.2% | +157.6% |
| 3M | +147.1% | -3.2% | +150.3% | +155.5% |
| 6M | +162.8% | +0.9% | +161.9% | +160.8% |
| YTD | +174.3% | +11.3% | +163.0% | +145.7% |
| 1Y | +132.4% | +14.0% | +118.4% | +102.8% |
| 3Y | +107.0% | +75.8% | +31.2% | +27.0% |
| 5Y | +168.2% | +57.8% | +110.4% | +71.7% |
| All | +168.2% | +57.4% | +110.8% | +71.7% |
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