+262.4%
VST vs UUUU
-18.4%
+280.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.1% | +9.5% | +10.3% |
| 7D | -9.8% | -13.6% | +3.8% | -6.6% |
| 30D | -25.1% | -35.1% | +9.9% | -17.2% |
| 3M | -11.6% | -48.4% | +36.8% | +2.3% |
| 6M | -20.9% | -71.7% | +50.8% | +3.4% |
| YTD | -22.3% | -54.2% | +31.9% | -13.0% |
| 1Y | -32.0% | -56.0% | +23.9% | -23.7% |
| 3Y | +262.4% | -13.1% | +275.4% | +162.6% |
| All | +262.4% | -18.4% | +280.8% | +162.6% |
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