+1.2%
VTEB vs UUUU
+79.1%
-77.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.3% | +0.4% |
| 7D | -0.9% | -10.5% | +9.6% | -0.9% |
| 30D | -2.5% | -10.5% | +8.0% | -2.5% |
| 3M | -3.0% | -14.1% | +11.2% | -2.9% |
| 6M | -2.1% | -35.5% | +33.4% | -2.0% |
| YTD | -1.5% | -10.9% | +9.4% | -1.5% |
| 1Y | +0.2% | +3.4% | -3.2% | 0.0% |
| 3Y | +8.6% | +73.1% | -64.6% | +8.1% |
| All | +1.2% | +79.1% | -77.9% | +0.6% |
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