+175.8%
VSH vs UUUU
+495.2%
-319.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | +0.2% |
| 7D | +3.1% | -5.0% | +8.1% | +4.0% |
| 30D | -5.7% | -7.8% | +2.1% | -4.6% |
| 3M | -42.5% | -0.4% | -42.0% | -42.2% |
| 6M | +82.7% | -32.9% | +115.6% | +93.9% |
| YTD | +118.2% | -6.3% | +124.5% | +116.6% |
| 1Y | +109.7% | +7.9% | +101.8% | +99.1% |
| 3Y | +35.3% | +85.2% | -49.9% | +10.7% |
| 5Y | +65.6% | +97.0% | -31.4% | +25.6% |
| All | +175.8% | +495.2% | -319.4% | +47.4% |
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