+51.8%
VG vs UUUU
-55.1%
+106.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.8% | -6.9% | -7.7% |
| 7D | -16.4% | -14.4% | -2.0% | -16.2% |
| 30D | -10.8% | -33.6% | +22.9% | -10.2% |
| 3M | -6.3% | -44.2% | +37.9% | -5.8% |
| 6M | -12.5% | -66.8% | +54.3% | -9.3% |
| YTD | +76.9% | -50.6% | +127.5% | +57.5% |
| 1Y | +51.8% | -57.8% | +109.6% | +41.1% |
| All | +51.8% | -55.1% | +106.9% | +41.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling