+2,826.7%
VRT vs UUUU
+389.0%
+2,437.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.6% | +3.5% |
| 7D | +13.6% | +2.8% | +10.8% | +13.0% |
| 30D | +6.8% | +3.4% | +3.4% | +5.7% |
| 3M | -3.2% | -3.9% | +0.7% | -2.9% |
| 6M | +20.3% | -23.2% | +43.5% | +25.4% |
| YTD | +79.6% | +0.6% | +79.0% | +75.1% |
| 1Y | +139.0% | +22.9% | +116.1% | +117.8% |
| 3Y | +644.6% | +98.6% | +546.0% | +483.6% |
| 5Y | +1,024.4% | +130.2% | +894.1% | +731.0% |
| All | +2,826.7% | +389.0% | +2,437.7% | +1,511.3% |
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 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