+242.2%
UPBD vs VT
+215.5%
+26.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.9% |
| 7D | +17.1% | -2.3% | +19.4% | +20.2% |
| 30D | +55.2% | -5.0% | +60.1% | +64.2% |
| 3M | +27.4% | -4.9% | +32.3% | +34.7% |
| 6M | +33.5% | -1.5% | +35.1% | +34.9% |
| YTD | +47.7% | +8.5% | +39.2% | +32.1% |
| 1Y | +42.8% | +11.4% | +31.4% | +23.5% |
| 3Y | +1.9% | +70.1% | -68.2% | -47.2% |
| 5Y | -24.5% | +53.7% | -78.2% | -55.2% |
| All | +242.2% | +215.5% | +26.7% | -1.7% |
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