+2,486.9%
VRT vs UUUU
+333.1%
+2,153.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +4.6% |
| 7D | -8.4% | -10.5% | +2.1% | -6.2% |
| 30D | -10.9% | -10.5% | -0.3% | -9.0% |
| 3M | -13.7% | -14.1% | +0.4% | -11.3% |
| 6M | -4.1% | -35.5% | +31.3% | +3.4% |
| YTD | +58.7% | -10.9% | +69.7% | +58.7% |
| 1Y | +89.6% | +3.4% | +86.3% | +79.2% |
| 3Y | +558.1% | +73.1% | +485.0% | +430.3% |
| 5Y | +953.0% | +87.1% | +865.8% | +705.6% |
| All | +2,486.9% | +333.1% | +2,153.7% | +1,360.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling