+1,143.0%
UXI vs VT
+374.2%
+768.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.4% | +0.4% | -2.8% | -3.1% |
| 30D | -12.4% | +1.0% | -13.3% | -13.9% |
| 3M | -2.9% | +2.4% | -5.2% | -6.7% |
| 6M | -4.7% | +12.0% | -16.7% | -22.0% |
| YTD | +20.8% | +15.3% | +5.5% | -6.1% |
| 1Y | +25.7% | +22.6% | +3.2% | -12.4% |
| 3Y | +114.0% | +74.7% | +39.3% | -19.1% |
| 5Y | +64.9% | +66.1% | -1.3% | -26.8% |
| 10Y | +426.1% | +225.0% | +201.1% | -12.4% |
| All | +1,143.0% | +374.2% | +768.8% | +60.7% |
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