+115.7%
ULS vs VT
+55.4%
+60.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.6% | +0.4% | -1.1% | -0.9% |
| 30D | -6.4% | +1.0% | -7.4% | -7.0% |
| 3M | -25.4% | +2.4% | -27.8% | -26.8% |
| 6M | -8.6% | +12.0% | -20.6% | -16.1% |
| YTD | -5.9% | +15.3% | -21.2% | -15.2% |
| 1Y | +17.2% | +22.6% | -5.3% | +1.2% |
| All | +115.7% | +55.4% | +60.3% | +60.0% |
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