-39.3%
VG vs UUUU
+145.3%
-184.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.5% |
| 7D | +1.7% | -1.4% | +3.1% | +1.8% |
| 30D | +16.0% | +16.3% | -0.3% | +14.0% |
| 3M | +9.7% | -16.7% | +26.4% | +11.3% |
| 6M | +29.6% | -33.7% | +63.2% | +33.3% |
| YTD | +112.0% | -0.5% | +112.5% | +97.8% |
| 1Y | +12.8% | +28.9% | -16.0% | -8.7% |
| All | -39.3% | +145.3% | -184.6% | -65.5% |
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 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