+18.5%
ULS vs VT
+23.4%
-4.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -4.5% | +0.8% | -5.4% | -5.0% |
| 3M | -23.7% | +2.8% | -26.5% | -25.1% |
| 6M | -9.0% | +13.0% | -22.0% | -18.0% |
| YTD | -4.9% | +15.4% | -20.2% | -14.6% |
| All | +18.5% | +23.4% | -4.8% | -1.3% |
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