+262.8%
VSH vs UUUU
-91.9%
+354.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.1% | -1.1% |
| 7D | +6.2% | +2.8% | +3.4% | +5.9% |
| 30D | -11.1% | +3.4% | -14.5% | -11.5% |
| 3M | -44.9% | -3.9% | -41.0% | -44.5% |
| 6M | +90.0% | -23.2% | +113.1% | +94.8% |
| YTD | +118.8% | +0.6% | +118.2% | +116.7% |
| 1Y | +109.0% | +22.9% | +86.1% | +100.4% |
| 3Y | +35.6% | +98.6% | -63.0% | +20.2% |
| 5Y | +66.7% | +130.2% | -63.5% | +40.8% |
| 10Y | +167.9% | +519.5% | -351.5% | +91.5% |
| All | +262.8% | -91.9% | +354.7% | +171.9% |
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