+1,058.9%
VST vs UUUU
+349.3%
+709.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.8% | +5.8% | -0.9% |
| 7D | -6.0% | -6.9% | +0.9% | -5.0% |
| 30D | -18.8% | -32.3% | +13.6% | -13.9% |
| 3M | -8.0% | -52.8% | +44.8% | +2.4% |
| 6M | -10.9% | -68.5% | +57.5% | +4.3% |
| YTD | -18.3% | -53.6% | +35.3% | -11.4% |
| 1Y | -29.9% | -59.1% | +29.2% | -22.9% |
| 3Y | +290.3% | -14.7% | +305.0% | +264.3% |
| 5Y | +635.3% | -35.4% | +670.7% | +575.3% |
| 10Y | +1,162.4% | +378.0% | +784.3% | +710.7% |
| All | +1,058.9% | +349.3% | +709.6% | +645.6% |
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 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