-26.9%
UPBD vs VT
+57.0%
-83.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.4% |
| 7D | +3.5% | +2.4% | +1.2% | +0.4% |
| 30D | +62.5% | -1.5% | +64.0% | +64.7% |
| 3M | +30.7% | -4.1% | +34.9% | +37.4% |
| 6M | +52.1% | +0.6% | +51.5% | +49.4% |
| YTD | +52.9% | +11.0% | +41.9% | +30.8% |
| 1Y | +61.2% | +13.3% | +47.8% | +33.9% |
| 3Y | +7.5% | +73.4% | -65.9% | -50.2% |
| All | -26.9% | +57.0% | -83.9% | -62.9% |
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