-68.1%
UUUU vs VT
+1.6%
-69.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -1.6% |
| 7D | +1.4% | +2.9% | -1.5% | -7.2% |
| 30D | -27.9% | -2.5% | -25.4% | -20.6% |
| 3M | -53.8% | -3.3% | -50.5% | -47.1% |
| 6M | -68.1% | +1.5% | -69.6% | -68.9% |
| All | -68.1% | +1.6% | -69.7% | -68.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling