+3,457.7%
UVE vs VT
+346.0%
+3,111.7%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -3.6% | -2.3% | -1.3% | -1.9% |
| 30D | +3.3% | -5.0% | +8.3% | +7.3% |
| 3M | +3.7% | -4.9% | +8.6% | +7.4% |
| 6M | +16.8% | -1.5% | +18.4% | +16.8% |
| YTD | +40.0% | +8.5% | +31.5% | +28.8% |
| 1Y | +45.7% | +11.4% | +34.3% | +31.2% |
| 3Y | +225.3% | +70.1% | +155.2% | +105.6% |
| 5Y | +277.4% | +53.7% | +223.7% | +156.2% |
| 10Y | +244.7% | +220.0% | +24.7% | +29.4% |
| All | +3,457.7% | +346.0% | +3,111.7% | +885.8% |
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