-49.4%
VG vs UUUU
+14.2%
-63.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.8% | +9.5% | +2.4% |
| 7D | -7.7% | -6.9% | -0.8% | -7.2% |
| 30D | -8.8% | -32.3% | +23.5% | -5.9% |
| 3M | -15.6% | -52.8% | +37.2% | -10.6% |
| 6M | +5.2% | -68.5% | +73.7% | +16.0% |
| YTD | +76.9% | -53.6% | +130.5% | +75.5% |
| 1Y | +42.5% | -59.1% | +101.6% | +44.5% |
| All | -49.4% | +14.2% | -63.6% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling