+8.8%
UUUU vs VO
+12.4%
-3.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -3.9% |
| 7D | -5.0% | -2.5% | -2.5% | +1.6% |
| 30D | -7.8% | -3.2% | -4.5% | +1.0% |
| 3M | -0.4% | +3.9% | -4.4% | -8.4% |
| 6M | -32.9% | +9.6% | -42.5% | -44.0% |
| YTD | -6.3% | +11.6% | -17.8% | -23.3% |
| All | +8.8% | +12.4% | -3.6% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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