+13.5%
VT vs ULTA
+22.7%
-9.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | -1.6% | +1.3% | -2.9% | -1.7% |
| 30D | -2.5% | +16.8% | -19.3% | -3.8% |
| 3M | -1.3% | +18.8% | -20.1% | -2.7% |
| 6M | +3.1% | +19.4% | -16.3% | +1.6% |
| YTD | +10.9% | +4.9% | +6.0% | +10.4% |
| All | +13.5% | +22.7% | -9.2% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling