-44.3%
ULBI vs VT
+374.2%
-418.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -5.3% | +0.4% | -5.7% | -5.6% |
| 30D | +15.4% | +1.0% | +14.5% | +14.6% |
| 3M | -11.7% | +2.4% | -14.1% | -13.4% |
| 6M | +10.5% | +12.0% | -1.6% | -0.1% |
| YTD | +7.2% | +15.3% | -8.2% | -5.6% |
| 1Y | -14.7% | +22.6% | -37.3% | -28.8% |
| 3Y | -38.7% | +74.7% | -113.4% | -61.6% |
| 5Y | -25.7% | +66.1% | -91.8% | -52.1% |
| 10Y | +40.9% | +225.0% | -184.1% | -51.5% |
| All | -44.3% | +374.2% | -418.5% | -88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling