+57.5%
VT vs UUUU
-40.6%
+98.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | -0.1% |
| 7D | +2.4% | -1.1% | +3.4% | +2.4% |
| 30D | -1.5% | -21.0% | +19.5% | +0.8% |
| 3M | -4.1% | -54.8% | +50.7% | +3.7% |
| 6M | +0.6% | -67.3% | +67.9% | +11.7% |
| YTD | +11.0% | -54.7% | +65.7% | +16.9% |
| 1Y | +13.3% | -57.4% | +70.8% | +19.6% |
| 3Y | +73.4% | -19.6% | +93.0% | +59.0% |
| All | +57.5% | -40.6% | +98.2% | +39.6% |
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