-69.5%
UUUU vs VT
+374.2%
-443.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -1.4% | +0.4% | -1.8% | -1.9% |
| 30D | +16.3% | +1.0% | +15.3% | +15.2% |
| 3M | -16.7% | +2.4% | -19.1% | -17.8% |
| 6M | -33.7% | +12.0% | -45.7% | -40.8% |
| YTD | -0.5% | +15.3% | -15.8% | -13.8% |
| 1Y | +28.9% | +22.6% | +6.3% | +3.7% |
| 3Y | +99.9% | +74.7% | +25.2% | +4.7% |
| 5Y | +135.3% | +66.1% | +69.1% | +42.3% |
| 10Y | +518.4% | +225.0% | +293.4% | +95.9% |
| All | -69.5% | +374.2% | -443.7% | -91.7% |
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