-51.4%
VG vs UUUU
+12.9%
-64.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | 0.0% |
| 7D | -22.0% | -13.6% | -8.4% | -21.0% |
| 30D | -11.6% | -35.1% | +23.4% | -8.5% |
| 3M | -14.9% | -48.4% | +33.5% | -10.6% |
| 6M | -3.5% | -71.7% | +68.2% | +8.0% |
| YTD | +70.0% | -54.2% | +124.2% | +68.9% |
| 1Y | +50.0% | -56.0% | +105.9% | +50.1% |
| All | -51.4% | +12.9% | -64.2% | -70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling