+222.3%
VT vs UUUU
+519.5%
-297.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | +1.0% | +2.8% | -1.8% | +0.7% |
| 30D | -0.2% | +3.4% | -3.6% | -0.7% |
| 3M | +4.5% | -3.9% | +8.4% | +4.4% |
| 6M | +14.1% | -23.2% | +37.2% | +15.6% |
| YTD | +14.8% | +0.6% | +14.2% | +11.9% |
| 1Y | +21.2% | +22.9% | -1.7% | +13.9% |
| 3Y | +76.6% | +98.6% | -22.1% | +51.3% |
| 5Y | +66.6% | +130.2% | -63.6% | +34.9% |
| 10Y | +222.3% | +519.5% | -297.2% | +105.7% |
| All | +222.3% | +519.5% | -297.2% | +105.7% |
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 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