-7.8%
UPW vs VT
+10.5%
-18.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.2% |
| 7D | -1.6% | -2.3% | +0.7% | -1.0% |
| 30D | +9.0% | -5.0% | +14.0% | +10.6% |
| 3M | -1.5% | -4.9% | +3.4% | 0.0% |
| 6M | -12.6% | -1.5% | -11.0% | -12.5% |
| YTD | -1.3% | +8.5% | -9.8% | -7.4% |
| 1Y | -7.8% | +11.4% | -19.1% | -15.6% |
| All | -7.8% | +10.5% | -18.3% | -15.6% |
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