+75.7%
VTI vs ULTA
+31.2%
+44.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | -0.9% | -3.1% | +2.2% | -0.4% |
| 30D | -1.4% | +2.8% | -4.2% | -2.0% |
| 3M | +3.6% | +14.8% | -11.2% | +1.0% |
| 6M | +13.6% | -16.2% | +29.8% | +16.5% |
| YTD | +12.9% | -9.6% | +22.5% | +14.1% |
| 1Y | +17.2% | +4.8% | +12.4% | +14.9% |
| 3Y | +75.7% | +30.7% | +45.0% | +55.9% |
| All | +75.7% | +31.2% | +44.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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