+53.4%
VT vs UUUU
-36.6%
+90.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | +0.1% |
| 7D | -2.3% | -13.6% | +11.3% | -0.8% |
| 30D | -5.0% | -35.1% | +30.1% | -0.7% |
| 3M | -4.9% | -48.4% | +43.5% | +1.4% |
| 6M | -1.5% | -71.7% | +70.1% | +10.9% |
| YTD | +8.5% | -54.2% | +62.7% | +14.1% |
| 1Y | +11.4% | -56.0% | +67.3% | +17.2% |
| 3Y | +70.1% | -13.1% | +83.1% | +54.1% |
| All | +53.4% | -36.6% | +90.0% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling