+219.2%
VT vs UUUU
+399.3%
-180.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +0.3% |
| 7D | -0.1% | -6.9% | +6.8% | +0.5% |
| 30D | -3.1% | -32.3% | +29.3% | +0.6% |
| 3M | -3.5% | -52.8% | +49.3% | +3.5% |
| 6M | +0.5% | -68.5% | +68.9% | +11.4% |
| YTD | +10.8% | -53.6% | +64.4% | +16.3% |
| 1Y | +11.9% | -59.1% | +71.0% | +18.5% |
| 3Y | +73.0% | -14.7% | +87.7% | +60.7% |
| 5Y | +58.6% | -35.4% | +94.1% | +45.3% |
| 10Y | +219.2% | +378.0% | -158.8% | +114.9% |
| All | +219.2% | +399.3% | -180.1% | +114.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling