+5,337.9%
ULTA vs VT
+374.2%
+4,963.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.0% | +0.4% | +8.6% | +8.5% |
| 30D | +4.6% | +1.0% | +3.6% | +3.5% |
| 3M | +22.0% | +2.4% | +19.6% | +18.6% |
| 6M | -14.7% | +12.0% | -26.7% | -24.1% |
| YTD | -6.8% | +15.3% | -22.1% | -19.5% |
| 1Y | +6.5% | +22.6% | -16.0% | -13.5% |
| 3Y | +35.6% | +74.7% | -39.1% | -22.2% |
| 5Y | +47.6% | +66.1% | -18.5% | -11.1% |
| 10Y | +128.9% | +225.0% | -96.1% | -24.6% |
| All | +5,337.9% | +374.2% | +4,963.7% | +1,244.9% |
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