+432.7%
UXI vs VT
+224.5%
+208.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.4% | +0.4% | -2.8% | -3.2% |
| 30D | -12.4% | +1.0% | -13.3% | -14.1% |
| 3M | -2.9% | +2.4% | -5.2% | -7.3% |
| 6M | -4.7% | +12.0% | -16.7% | -24.0% |
| YTD | +20.8% | +15.3% | +5.5% | -9.2% |
| 1Y | +25.7% | +22.6% | +3.2% | -16.5% |
| 3Y | +114.0% | +74.7% | +39.3% | -29.3% |
| 5Y | +64.9% | +66.1% | -1.3% | -35.4% |
| All | +432.7% | +224.5% | +208.2% | -30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling