-72.7%
UPB vs VT
+40.2%
-112.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -10.2% | +0.4% | -10.6% | -10.7% |
| 30D | -10.8% | +1.0% | -11.8% | -11.8% |
| 3M | -19.1% | +2.4% | -21.5% | -21.5% |
| 6M | -22.9% | +12.0% | -35.0% | -33.7% |
| YTD | -77.9% | +15.3% | -93.2% | -81.8% |
| 1Y | -69.5% | +22.6% | -92.0% | -77.0% |
| All | -72.7% | +40.2% | -112.8% | -80.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling