-30.8%
UPBD vs VT
+58.5%
-89.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.7% |
| 7D | -4.0% | +2.9% | -6.9% | -7.5% |
| 30D | +55.0% | -2.5% | +57.5% | +59.3% |
| 3M | +28.6% | -3.3% | +31.9% | +33.7% |
| 6M | +39.2% | +1.5% | +37.7% | +34.9% |
| YTD | +45.5% | +11.4% | +34.2% | +24.0% |
| 1Y | +49.6% | +11.9% | +37.7% | +26.6% |
| 3Y | +1.9% | +73.9% | -72.0% | -53.0% |
| 5Y | -30.8% | +57.9% | -88.7% | -64.9% |
| All | -30.8% | +58.5% | -89.3% | -64.9% |
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 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