-2.6%
ULTY vs VT
+51.1%
-53.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | -0.1% | -0.1% | +0.1% | -0.1% |
| 30D | -13.3% | -3.1% | -10.3% | -9.6% |
| 3M | -9.6% | -3.5% | -6.1% | -5.1% |
| 6M | -10.1% | +0.5% | -10.6% | -10.6% |
| YTD | -2.4% | +10.8% | -13.2% | -15.2% |
| 1Y | -11.5% | +11.9% | -23.4% | -24.1% |
| All | -2.6% | +51.1% | -53.8% | -46.3% |
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 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