-77.1%
UONEK vs VT
+355.4%
-432.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.5% | -8.7% | -8.8% |
| 7D | -10.7% | -0.1% | -10.6% | -10.5% |
| 30D | -17.1% | -3.1% | -14.0% | -14.8% |
| 3M | -38.8% | -3.5% | -35.3% | -37.0% |
| 6M | -43.0% | +0.5% | -43.4% | -43.3% |
| YTD | -62.2% | +10.8% | -73.0% | -65.5% |
| 1Y | -32.3% | +11.9% | -44.2% | -39.1% |
| 3Y | -90.9% | +73.0% | -163.9% | -94.3% |
| 5Y | -92.6% | +58.6% | -151.2% | -95.0% |
| 10Y | -87.5% | +219.2% | -306.7% | -95.3% |
| All | -77.1% | +355.4% | -432.6% | -92.4% |
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