+2.6%
UUU vs VT
+66.2%
-63.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | +5.6% | +0.4% | +5.2% | +5.2% |
| 30D | +45.9% | +1.0% | +44.9% | +44.5% |
| 3M | -25.7% | +2.4% | -28.1% | -27.2% |
| 6M | +7.3% | +12.0% | -4.7% | -2.0% |
| YTD | +2.3% | +15.3% | -13.0% | -7.8% |
| 1Y | -14.0% | +22.6% | -36.6% | -25.3% |
| 3Y | +148.8% | +74.7% | +74.2% | +61.7% |
| All | +2.6% | +66.2% | -63.6% | -19.4% |
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