+11.6%
VG vs UUUU
+17.9%
-6.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +2.2% |
| 7D | -2.5% | +2.8% | -5.3% | -2.5% |
| 30D | +11.1% | +3.4% | +7.7% | +11.2% |
| 3M | +14.9% | -3.9% | +18.8% | +15.3% |
| 6M | +18.4% | -23.2% | +41.5% | +18.5% |
| YTD | +116.6% | +0.6% | +116.0% | +112.9% |
| All | +11.6% | +17.9% | -6.3% | +14.9% |
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