-93.2%
UUUG vs VT
+8.1%
-101.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | +2.6% | +16.3% | +3.1% |
| 7D | -5.0% | +0.4% | -5.4% | -6.6% |
| 30D | -50.4% | -2.6% | -47.8% | -39.1% |
| 3M | -77.4% | -3.2% | -74.2% | -70.1% |
| 6M | -91.9% | +0.9% | -92.8% | -90.5% |
| All | -93.2% | +8.1% | -101.3% | -93.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling