+21.2%
VT vs ULTA
+5.8%
+15.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.3% |
| 7D | +1.0% | +0.7% | +0.4% | +1.0% |
| 30D | -0.2% | -2.8% | +2.6% | +0.1% |
| 3M | +4.5% | +18.7% | -14.1% | +2.9% |
| 6M | +14.1% | -15.0% | +29.1% | +15.5% |
| YTD | +14.8% | -9.2% | +24.0% | +15.6% |
| 1Y | +21.2% | +5.7% | +15.5% | +21.2% |
| All | +21.2% | +5.8% | +15.4% | +21.2% |
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