+588.9%
VST vs UUUU
-36.6%
+625.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.1% | +9.5% | +10.3% |
| 7D | -9.8% | -13.6% | +3.8% | -6.9% |
| 30D | -25.1% | -35.1% | +9.9% | -18.0% |
| 3M | -11.6% | -48.4% | +36.8% | +0.9% |
| 6M | -20.9% | -71.7% | +50.8% | +0.9% |
| YTD | -22.3% | -54.2% | +31.9% | -13.3% |
| 1Y | -32.0% | -56.0% | +23.9% | -24.0% |
| 3Y | +262.4% | -13.1% | +275.4% | +207.2% |
| All | +588.9% | -36.6% | +625.5% | +443.9% |
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