+8.7%
UVV vs VT
+53.4%
-44.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.2% | -4.0% |
| 7D | -4.9% | -2.3% | -2.6% | -4.2% |
| 30D | -6.2% | -5.0% | -1.2% | -4.6% |
| 3M | -21.4% | -4.9% | -16.6% | -20.2% |
| 6M | -24.2% | -1.5% | -22.7% | -24.3% |
| YTD | -20.2% | +8.5% | -28.6% | -23.5% |
| 1Y | -23.2% | +11.4% | -34.6% | -27.4% |
| 3Y | -7.4% | +70.1% | -77.5% | -29.1% |
| All | +8.7% | +53.4% | -44.7% | -17.3% |
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