-59.1%
UUUU vs VT
+12.5%
-71.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.5% | -7.3% | -6.3% |
| 7D | -6.9% | -0.1% | -6.8% | -6.5% |
| 30D | -32.3% | -3.1% | -29.3% | -24.6% |
| 3M | -52.8% | -3.5% | -49.3% | -46.2% |
| 6M | -68.5% | +0.5% | -68.9% | -67.4% |
| YTD | -53.6% | +10.8% | -64.4% | -63.8% |
| 1Y | -59.1% | +11.9% | -71.0% | -69.1% |
| All | -59.1% | +12.5% | -71.6% | -69.1% |
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