+32.3%
UTSL vs VT
+57.9%
-25.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +3.7% | -1.6% | +5.3% | +5.9% |
| 30D | +27.5% | -2.5% | +30.0% | +31.7% |
| 3M | -8.5% | -1.3% | -7.2% | -7.2% |
| 6M | -22.7% | +3.1% | -25.8% | -27.3% |
| YTD | -4.0% | +10.9% | -14.9% | -19.6% |
| 1Y | -15.9% | +12.1% | -28.0% | -30.7% |
| 3Y | +104.1% | +73.9% | +30.2% | -16.3% |
| All | +32.3% | +57.9% | -25.6% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling