-74.8%
UONEK vs VT
+357.6%
-432.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | -8.7% | -2.6% | -6.1% | -6.6% |
| 3M | -30.5% | -3.2% | -27.2% | -28.6% |
| 6M | -37.2% | +0.9% | -38.1% | -37.8% |
| YTD | -58.4% | +11.3% | -69.7% | -62.1% |
| 1Y | -29.8% | +14.0% | -43.8% | -37.9% |
| 3Y | -90.2% | +75.8% | -166.1% | -94.0% |
| 5Y | -92.0% | +57.8% | -149.8% | -94.6% |
| 10Y | -86.2% | +219.8% | -306.0% | -94.8% |
| All | -74.8% | +357.6% | -432.4% | -91.6% |
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 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