+167.2%
VNQ vs UUUU
-92.8%
+260.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.0% |
| 7D | -1.3% | -10.5% | +9.2% | -0.7% |
| 30D | -2.6% | -10.5% | +7.9% | -2.1% |
| 3M | -2.0% | -14.1% | +12.1% | -1.6% |
| 6M | +4.3% | -35.5% | +39.8% | +5.9% |
| YTD | +9.2% | -10.9% | +20.2% | +8.2% |
| 1Y | +5.6% | +3.4% | +2.3% | +2.9% |
| 3Y | +30.8% | +73.1% | -42.3% | +21.0% |
| 5Y | +8.0% | +87.1% | -79.2% | -2.7% |
| 10Y | +63.7% | +463.0% | -399.3% | +31.3% |
| All | +167.2% | -92.8% | +260.0% | +104.2% |
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