-99.6%
UZX vs VT
+66.5%
-166.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.7% |
| 7D | -4.0% | +0.4% | -4.5% | -4.1% |
| 30D | -51.4% | +1.0% | -52.4% | -51.5% |
| 3M | -80.6% | +2.4% | -82.9% | -80.6% |
| 6M | -92.4% | +12.0% | -104.4% | -92.4% |
| YTD | -93.5% | +15.3% | -108.8% | -93.4% |
| 1Y | -94.6% | +22.6% | -117.2% | -94.5% |
| All | -99.6% | +66.5% | -166.1% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling