+1.3%
UWM vs VT
+5.0%
-3.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | -0.5% |
| 7D | +1.6% | -0.3% | +1.9% | +2.2% |
| 30D | -0.3% | -1.4% | +1.1% | +2.7% |
| 3M | -12.6% | -1.4% | -11.2% | -9.7% |
| 6M | +1.3% | +5.5% | -4.2% | -10.6% |
| All | +1.3% | +5.0% | -3.7% | -10.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling