+66.6%
VT vs UUUU
+126.1%
-59.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.1% |
| 7D | +0.4% | -1.4% | +1.8% | +0.6% |
| 30D | +1.0% | +16.3% | -15.3% | -0.8% |
| 3M | +2.4% | -16.7% | +19.1% | +3.7% |
| 6M | +12.0% | -33.7% | +45.7% | +15.1% |
| YTD | +15.3% | -0.5% | +15.8% | +12.4% |
| 1Y | +22.6% | +28.9% | -6.3% | +13.7% |
| 3Y | +74.7% | +99.9% | -25.2% | +46.1% |
| All | +66.6% | +126.1% | -59.5% | +32.4% |
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 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