-85.5%
UPB vs VT
+36.2%
-121.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.1% | -6.5% | -6.9% |
| 7D | -13.5% | -0.7% | -12.8% | -12.2% |
| 30D | -23.3% | -1.7% | -21.5% | -20.9% |
| 3M | -54.9% | -2.3% | -52.6% | -53.1% |
| 6M | -64.9% | +1.5% | -66.4% | -65.4% |
| YTD | -88.2% | +12.0% | -100.3% | -89.9% |
| 1Y | -86.5% | +12.9% | -99.4% | -88.5% |
| All | -85.5% | +36.2% | -121.6% | -89.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling