-64.6%
UPC vs VT
+10.2%
-74.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | +5.2% |
| 7D | -9.1% | -4.2% | -4.9% | +0.6% |
| 30D | -66.7% | -5.8% | -60.9% | -61.9% |
| 3M | -77.3% | -5.2% | -72.0% | -74.6% |
| 6M | -54.4% | +0.1% | -54.5% | -53.7% |
| YTD | -63.3% | +8.2% | -71.5% | -64.2% |
| All | -64.6% | +10.2% | -74.9% | -65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling