+12.6%
VT vs UUUU
-56.4%
+69.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.9% |
| 7D | -0.7% | -3.5% | +2.8% | -0.4% |
| 30D | -1.7% | -28.3% | +26.5% | +1.1% |
| 3M | -2.3% | -53.1% | +50.8% | +4.2% |
| 6M | +1.5% | -68.6% | +70.1% | +10.9% |
| YTD | +12.0% | -52.3% | +64.4% | +17.1% |
| All | +12.6% | -56.4% | +69.0% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling