+40.9%
VSH vs UUUU
+74.5%
-33.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.0% | +11.1% | +7.2% |
| 7D | +4.8% | -10.5% | +15.3% | +7.0% |
| 30D | -0.7% | -10.5% | +9.8% | +1.3% |
| 3M | -43.1% | -14.1% | -28.9% | -41.4% |
| 6M | +91.8% | -35.5% | +127.3% | +104.0% |
| YTD | +131.6% | -10.9% | +142.6% | +132.7% |
| 1Y | +118.1% | +3.4% | +114.7% | +110.1% |
| 3Y | +40.9% | +73.1% | -32.2% | +12.7% |
| All | +40.9% | +74.5% | -33.6% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling