-27.6%
UPBD vs VT
+57.5%
-85.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +9.8% | -0.1% | +9.9% | +9.6% |
| 30D | +60.1% | -3.1% | +63.2% | +65.8% |
| 3M | +31.6% | -3.5% | +35.1% | +37.0% |
| 6M | +37.5% | +0.5% | +37.1% | +35.1% |
| YTD | +50.3% | +10.8% | +39.5% | +28.9% |
| 1Y | +54.0% | +11.9% | +42.1% | +30.2% |
| 3Y | +5.2% | +73.0% | -67.8% | -51.1% |
| 5Y | -27.6% | +58.6% | -86.2% | -63.4% |
| All | -27.6% | +57.5% | -85.1% | -63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling