+977.6%
VRT vs UUUU
+79.1%
+898.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +5.0% |
| 7D | -8.4% | -10.5% | +2.1% | -5.5% |
| 30D | -10.9% | -10.5% | -0.3% | -8.4% |
| 3M | -13.7% | -14.1% | +0.4% | -10.6% |
| 6M | -4.1% | -35.5% | +31.3% | +5.9% |
| YTD | +58.7% | -10.9% | +69.7% | +57.2% |
| 1Y | +89.6% | +3.4% | +86.3% | +71.9% |
| 3Y | +558.1% | +73.1% | +485.0% | +363.0% |
| All | +977.6% | +79.1% | +898.4% | +616.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling