-10.1%
UZE vs VT
+91.0%
-101.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | -5.2% | -3.1% | -2.2% | -3.9% |
| 3M | -7.2% | -3.5% | -3.7% | -5.6% |
| 6M | -14.6% | +0.5% | -15.0% | -15.0% |
| YTD | -10.0% | +10.8% | -20.8% | -14.8% |
| 1Y | -10.5% | +11.9% | -22.4% | -15.8% |
| 3Y | +17.8% | +73.0% | -55.2% | -13.9% |
| 5Y | -17.8% | +58.6% | -76.4% | -40.1% |
| All | -10.1% | +91.0% | -101.1% | -36.9% |
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