-97.9%
UZX vs VT
+13.3%
-111.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +4.0% |
| 7D | +5.9% | -0.7% | +6.6% | +6.3% |
| 30D | -4.5% | -1.7% | -2.7% | -3.3% |
| 3M | -69.0% | -2.3% | -66.7% | -68.4% |
| 6M | -92.1% | +1.5% | -93.6% | -92.2% |
| YTD | -97.4% | +12.0% | -109.5% | -97.6% |
| 1Y | -97.9% | +12.9% | -110.7% | -98.0% |
| All | -97.9% | +13.3% | -111.1% | -98.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling