+3,259.1%
UVE vs VT
+374.2%
+2,884.9%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.3% |
| 30D | -0.2% | +1.0% | -1.1% | -1.0% |
| 3M | +24.9% | +2.4% | +22.5% | +21.6% |
| 6M | +22.8% | +12.0% | +10.8% | +10.9% |
| YTD | +32.2% | +15.3% | +16.8% | +16.3% |
| 1Y | +77.1% | +22.6% | +54.5% | +48.2% |
| 3Y | +281.9% | +74.7% | +207.3% | +137.3% |
| 5Y | +298.6% | +66.1% | +232.5% | +155.1% |
| 10Y | +162.3% | +225.0% | -62.7% | -2.4% |
| All | +3,259.1% | +374.2% | +2,884.9% | +789.7% |
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