+89.6%
UTSL vs VT
+184.4%
-94.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +3.7% | -1.6% | +5.3% | +6.6% |
| 30D | +27.5% | -2.5% | +30.0% | +32.9% |
| 3M | -8.5% | -1.3% | -7.2% | -6.9% |
| 6M | -22.7% | +3.1% | -25.8% | -28.6% |
| YTD | -4.0% | +10.9% | -14.9% | -23.4% |
| 1Y | -15.9% | +12.1% | -28.0% | -34.2% |
| 3Y | +104.1% | +73.9% | +30.2% | -31.7% |
| 5Y | +30.2% | +58.0% | -27.8% | -46.0% |
| All | +89.6% | +184.4% | -94.7% | -71.1% |
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