+1,002.6%
VST vs UUUU
+344.0%
+658.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.1% | +9.5% | +10.4% |
| 7D | -9.8% | -13.6% | +3.8% | -7.8% |
| 30D | -25.1% | -35.1% | +9.9% | -20.2% |
| 3M | -11.6% | -48.4% | +36.8% | -2.9% |
| 6M | -20.9% | -71.7% | +50.8% | -6.0% |
| YTD | -22.3% | -54.2% | +31.9% | -15.6% |
| 1Y | -32.0% | -56.0% | +23.9% | -25.9% |
| 3Y | +262.4% | -13.1% | +275.4% | +237.7% |
| 5Y | +563.4% | -35.2% | +598.6% | +509.2% |
| 10Y | +1,120.7% | +404.5% | +716.1% | +684.0% |
| All | +1,002.6% | +344.0% | +658.6% | +610.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling