-59.1%
ULTI vs VT
+9.4%
-68.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.8% |
| 7D | -0.4% | -2.3% | +1.9% | +4.0% |
| 30D | -17.5% | -5.0% | -12.5% | -7.3% |
| 3M | -20.3% | -4.9% | -15.4% | -10.3% |
| 6M | -48.3% | -1.5% | -46.8% | -46.0% |
| YTD | -33.8% | +8.5% | -42.2% | -47.4% |
| 1Y | -54.3% | +11.4% | -65.7% | -67.1% |
| All | -59.1% | +9.4% | -68.5% | -68.6% |
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