-24.1%
VST vs UUUU
-58.0%
+33.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +1.6% |
| 7D | +19.2% | +1.4% | +17.8% | +18.8% |
| 30D | -17.2% | -27.9% | +10.8% | -11.4% |
| 3M | -8.1% | -53.8% | +45.7% | +6.4% |
| 6M | -8.1% | -68.1% | +60.0% | +11.7% |
| YTD | -16.3% | -54.1% | +37.8% | -8.9% |
| 1Y | -24.1% | -57.8% | +33.7% | -16.1% |
| All | -24.1% | -58.0% | +33.9% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling