+377.5%
UUUU vs VT
+221.8%
+155.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -0.8% |
| 7D | -1.1% | +2.4% | -3.4% | -4.7% |
| 30D | -21.0% | -1.5% | -19.5% | -18.1% |
| 3M | -54.8% | -4.1% | -50.7% | -50.4% |
| 6M | -67.3% | +0.6% | -67.9% | -66.3% |
| YTD | -54.7% | +11.0% | -65.7% | -59.8% |
| 1Y | -57.4% | +13.3% | -70.8% | -63.3% |
| 3Y | -19.6% | +73.4% | -93.0% | -66.4% |
| 5Y | -40.0% | +57.4% | -97.5% | -68.3% |
| All | +377.5% | +221.8% | +155.8% | -21.9% |
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 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