-99.8%
UPC vs VT
+69.4%
-169.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | -2.4% |
| 7D | -9.1% | -4.2% | -4.9% | -6.8% |
| 30D | -66.7% | -5.8% | -60.9% | -65.6% |
| 3M | -77.3% | -5.2% | -72.0% | -76.6% |
| 6M | -54.4% | +0.1% | -54.5% | -53.5% |
| YTD | -63.3% | +8.2% | -71.5% | -62.0% |
| 1Y | -67.0% | +10.1% | -77.1% | -65.7% |
| All | -99.8% | +69.4% | -169.1% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling