-91.2%
UP vs VT
+23.3%
-114.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -10.8% | +0.4% | -11.3% | -11.8% |
| 30D | -23.9% | +1.0% | -24.9% | -25.7% |
| 3M | -44.2% | +2.4% | -46.6% | -47.4% |
| 6M | -63.2% | +12.0% | -75.2% | -73.4% |
| YTD | -66.8% | +15.3% | -82.1% | -78.2% |
| 1Y | -91.2% | +22.6% | -113.8% | -96.1% |
| All | -91.2% | +23.3% | -114.5% | -96.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling