-86.0%
UUUU vs VT
+346.0%
-432.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.8% |
| 7D | -13.6% | -2.3% | -11.3% | -10.8% |
| 30D | -35.1% | -5.0% | -30.1% | -30.2% |
| 3M | -48.4% | -4.9% | -43.5% | -44.2% |
| 6M | -71.7% | -1.5% | -70.1% | -70.3% |
| YTD | -54.2% | +8.5% | -62.7% | -56.7% |
| 1Y | -56.0% | +11.4% | -67.3% | -59.4% |
| 3Y | -13.1% | +70.1% | -83.1% | -52.3% |
| 5Y | -35.2% | +53.7% | -88.9% | -56.6% |
| 10Y | +404.5% | +220.0% | +184.6% | +67.6% |
| All | -86.0% | +346.0% | -432.0% | -95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling