+2,089.0%
VGT vs UUUU
-92.8%
+2,181.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.6% |
| 7D | -0.2% | -10.5% | +10.3% | +0.7% |
| 30D | -0.4% | -10.5% | +10.1% | +0.3% |
| 3M | +4.4% | -14.1% | +18.6% | +5.4% |
| 6M | +32.1% | -35.5% | +67.5% | +35.5% |
| YTD | +28.8% | -10.9% | +39.7% | +28.0% |
| 1Y | +35.3% | +3.4% | +32.0% | +31.7% |
| 3Y | +124.8% | +73.1% | +51.6% | +105.1% |
| 5Y | +137.9% | +87.1% | +50.8% | +111.3% |
| 10Y | +814.2% | +463.0% | +351.2% | +614.1% |
| All | +2,089.0% | -92.8% | +2,181.8% | +1,628.2% |
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