+361.1%
VST vs UUUU
+96.9%
+264.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.3% |
| 7D | +8.9% | -1.4% | +10.3% | +9.2% |
| 30D | +6.2% | +16.3% | -10.1% | +2.3% |
| 3M | -2.7% | -16.7% | +14.0% | +0.1% |
| 6M | -8.4% | -33.7% | +25.3% | -2.2% |
| YTD | -7.2% | -0.5% | -6.7% | -12.6% |
| 1Y | -20.9% | +28.9% | -49.7% | -34.6% |
| All | +361.1% | +96.9% | +264.2% | +185.3% |
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