+70.1%
VT vs UUUU
-18.4%
+88.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | +0.2% |
| 7D | -2.3% | -13.6% | +11.3% | -1.3% |
| 30D | -5.0% | -35.1% | +30.1% | -2.0% |
| 3M | -4.9% | -48.4% | +43.5% | -0.5% |
| 6M | -1.5% | -71.7% | +70.1% | +6.6% |
| YTD | +8.5% | -54.2% | +62.7% | +12.9% |
| 1Y | +11.4% | -56.0% | +67.3% | +15.9% |
| 3Y | +70.1% | -13.1% | +83.1% | +58.0% |
| All | +70.1% | -18.4% | +88.5% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling