+766.9%
VST vs UUUU
+118.2%
+648.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | +9.9% | +2.8% | +7.1% | +9.3% |
| 30D | +7.9% | +3.4% | +4.5% | +7.0% |
| 3M | +3.4% | -3.9% | +7.3% | +3.4% |
| 6M | -4.1% | -23.2% | +19.1% | -1.0% |
| YTD | -5.7% | +0.6% | -6.2% | -10.1% |
| 1Y | -18.9% | +22.9% | -41.7% | -28.6% |
| 3Y | +359.1% | +98.6% | +260.4% | +236.0% |
| 5Y | +766.9% | +130.2% | +636.6% | +478.4% |
| All | +766.9% | +118.2% | +648.7% | +478.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling