-99.8%
UP vs VT
+101.1%
-201.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -7.5% |
| 7D | 0.0% | -0.3% | +0.3% | +0.3% |
| 30D | -10.5% | -1.4% | -9.1% | -8.2% |
| 3M | -46.6% | -1.4% | -45.2% | -45.1% |
| 6M | -39.1% | +5.5% | -44.6% | -45.0% |
| YTD | -76.6% | +12.8% | -89.4% | -81.3% |
| 1Y | -87.9% | +15.4% | -103.3% | -90.8% |
| 3Y | -89.3% | +76.9% | -166.2% | -96.2% |
| 5Y | -99.8% | +60.4% | -160.2% | -99.9% |
| All | -99.8% | +101.1% | -201.0% | -99.9% |
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