-2.3%
UTHY vs VT
+76.6%
-78.9%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.4% | +1.0% | -0.6% | +0.2% |
| 30D | -0.5% | -0.2% | -0.2% | -0.4% |
| 3M | -2.0% | +4.5% | -6.5% | -2.7% |
| 6M | -4.9% | +14.1% | -19.0% | -6.9% |
| YTD | -3.0% | +14.8% | -17.8% | -5.1% |
| 1Y | -4.2% | +21.2% | -25.4% | -7.1% |
| 3Y | -2.3% | +76.6% | -78.8% | -18.7% |
| All | -2.3% | +76.6% | -78.9% | -18.7% |
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 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