+519.5%
UUUU vs VT
+221.4%
+298.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.9% |
| 7D | +2.8% | +1.0% | +1.8% | +1.0% |
| 30D | +3.4% | -0.2% | +3.6% | +4.1% |
| 3M | -3.9% | +4.5% | -8.4% | -9.6% |
| 6M | -23.2% | +14.1% | -37.2% | -36.5% |
| YTD | +0.6% | +14.8% | -14.2% | -16.9% |
| 1Y | +22.9% | +21.2% | +1.7% | -7.1% |
| 3Y | +98.6% | +76.6% | +22.1% | -20.1% |
| 5Y | +130.2% | +66.6% | +63.6% | +11.0% |
| 10Y | +519.5% | +222.3% | +297.2% | +34.3% |
| All | +519.5% | +221.4% | +298.1% | +34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling