+83.0%
VRT vs UUUU
+9.0%
+74.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.3% | +0.7% | -3.9% |
| 7D | -7.7% | -5.0% | -2.7% | -6.3% |
| 30D | -12.0% | -7.8% | -4.2% | -10.3% |
| 3M | -11.7% | -0.4% | -11.2% | -12.2% |
| 6M | -8.1% | -32.9% | +24.8% | -1.1% |
| YTD | +53.2% | -6.3% | +59.5% | +54.7% |
| All | +83.0% | +9.0% | +74.1% | +89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling