+56.3%
UVSP vs VT
+59.8%
-3.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.9% |
| 7D | -1.0% | -0.7% | -0.3% | -0.5% |
| 30D | +0.4% | -1.7% | +2.1% | +1.7% |
| 3M | -3.8% | -2.3% | -1.5% | -2.2% |
| 6M | +7.9% | +1.5% | +6.4% | +5.8% |
| YTD | +27.7% | +12.0% | +15.6% | +14.9% |
| 1Y | +36.6% | +12.9% | +23.7% | +22.1% |
| 3Y | +153.5% | +74.9% | +78.5% | +60.4% |
| 5Y | +56.3% | +59.9% | -3.6% | +7.0% |
| All | +56.3% | +59.8% | -3.5% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling