-10.6%
UZE vs VT
+66.2%
-76.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -1.0% | +1.0% | -2.0% | -1.5% |
| 30D | +0.9% | -0.2% | +1.1% | +1.0% |
| 3M | +0.7% | +4.5% | -3.9% | -1.7% |
| 6M | -8.3% | +14.1% | -22.3% | -14.5% |
| YTD | -1.6% | +14.8% | -16.3% | -8.7% |
| 1Y | -5.0% | +21.2% | -26.2% | -14.6% |
| 3Y | +25.5% | +76.6% | -51.1% | -11.3% |
| 5Y | -10.6% | +66.6% | -77.2% | -37.4% |
| All | -10.6% | +66.2% | -76.8% | -37.4% |
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 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