+87.9%
UTI vs VT
+345.0%
-257.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | -4.1% | -7.7% | -8.4% |
| 7D | -16.6% | -4.2% | -12.4% | -13.2% |
| 30D | +0.1% | -5.8% | +5.9% | +5.6% |
| 3M | -53.5% | -5.2% | -48.3% | -51.2% |
| 6M | -49.0% | +0.1% | -49.1% | -49.1% |
| YTD | -24.6% | +8.2% | -32.9% | -29.6% |
| 1Y | -30.0% | +10.1% | -40.1% | -35.4% |
| 3Y | +116.9% | +69.7% | +47.2% | +39.5% |
| 5Y | +179.7% | +53.4% | +126.3% | +94.5% |
| 10Y | +1,108.0% | +219.2% | +888.8% | +365.3% |
| All | +87.9% | +345.0% | -257.1% | -48.0% |
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