+1,179.1%
VST vs UUUU
+377.1%
+802.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +1.3% |
| 7D | +19.2% | +1.4% | +17.8% | +18.9% |
| 30D | -17.2% | -27.9% | +10.8% | -13.0% |
| 3M | -8.1% | -53.8% | +45.7% | +2.6% |
| 6M | -8.1% | -68.1% | +60.0% | +7.4% |
| YTD | -16.3% | -54.1% | +37.8% | -9.0% |
| 1Y | -24.1% | -57.8% | +33.7% | -16.8% |
| 3Y | +300.2% | -15.4% | +315.7% | +273.9% |
| 5Y | +645.9% | -39.2% | +685.1% | +588.9% |
| All | +1,179.1% | +377.1% | +802.0% | +695.5% |
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