-99.9%
UZX vs VT
+56.6%
-156.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -1.0% | -2.3% | +1.3% | -0.7% |
| 30D | -17.2% | -5.0% | -12.3% | -16.7% |
| 3M | -80.8% | -4.9% | -75.9% | -80.7% |
| 6M | -93.8% | -1.5% | -92.2% | -93.7% |
| YTD | -97.6% | +8.5% | -106.1% | -97.5% |
| 1Y | -97.4% | +11.4% | -108.8% | -97.3% |
| All | -99.9% | +56.6% | -156.4% | -99.8% |
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