+166.9%
VEA vs UUUU
-86.9%
+253.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.8% |
| 7D | -2.1% | -5.0% | +2.9% | -1.7% |
| 30D | -1.1% | -7.8% | +6.7% | -0.6% |
| 3M | +5.1% | -0.4% | +5.5% | +4.8% |
| 6M | +9.8% | -32.9% | +42.7% | +12.0% |
| YTD | +15.9% | -6.3% | +22.2% | +14.7% |
| 1Y | +24.6% | +7.9% | +16.6% | +20.7% |
| 3Y | +75.5% | +85.2% | -9.7% | +59.2% |
| 5Y | +59.4% | +97.0% | -37.6% | +40.1% |
| 10Y | +160.3% | +492.6% | -332.3% | +97.3% |
| All | +166.9% | -86.9% | +253.8% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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