+111.9%
UTI vs VT
+374.2%
-262.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +4.2% | +0.4% | +3.7% | +3.8% |
| 30D | -47.6% | +1.0% | -48.6% | -47.9% |
| 3M | -50.6% | +2.4% | -52.9% | -51.7% |
| 6M | -38.0% | +12.0% | -50.0% | -43.9% |
| YTD | -15.0% | +15.3% | -30.4% | -25.0% |
| 1Y | -18.7% | +22.6% | -41.3% | -31.6% |
| 3Y | +176.1% | +74.7% | +101.4% | +72.7% |
| 5Y | +216.2% | +66.1% | +150.1% | +104.9% |
| 10Y | +828.9% | +225.0% | +603.9% | +251.0% |
| All | +111.9% | +374.2% | -262.3% | -44.5% |
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