+107.6%
UPBD vs VT
+345.0%
-237.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.1% | +7.2% |
| 7D | +24.5% | -4.2% | +28.7% | +29.7% |
| 30D | +62.0% | -5.8% | +67.8% | +71.3% |
| 3M | +26.8% | -5.2% | +32.0% | +33.4% |
| 6M | +39.1% | +0.1% | +39.0% | +38.1% |
| YTD | +51.6% | +8.2% | +43.4% | +39.2% |
| 1Y | +37.2% | +10.1% | +27.1% | +23.8% |
| 3Y | +5.9% | +69.7% | -63.8% | -37.4% |
| 5Y | -22.5% | +53.4% | -75.9% | -48.2% |
| 10Y | +259.1% | +219.2% | +39.8% | +24.5% |
| All | +107.6% | +345.0% | -237.4% | -42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling