+222.7%
VT vs UUUU
+377.1%
-154.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.2% |
| 7D | +2.9% | +1.4% | +1.5% | +2.7% |
| 30D | -2.5% | -27.9% | +25.4% | +0.5% |
| 3M | -3.3% | -53.8% | +50.5% | +3.9% |
| 6M | +1.5% | -68.1% | +69.6% | +12.5% |
| YTD | +11.4% | -54.1% | +65.4% | +17.0% |
| 1Y | +11.9% | -57.8% | +69.7% | +18.1% |
| 3Y | +73.9% | -15.4% | +89.3% | +61.7% |
| 5Y | +57.9% | -39.2% | +97.1% | +45.5% |
| All | +222.7% | +377.1% | -154.4% | +117.4% |
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