+75.7%
VTI vs UUUU
+74.5%
+1.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.2% |
| 7D | -0.9% | -10.5% | +9.6% | -0.2% |
| 30D | -1.4% | -10.5% | +9.1% | -0.8% |
| 3M | +3.6% | -14.1% | +17.7% | +4.3% |
| 6M | +13.6% | -35.5% | +49.1% | +15.8% |
| YTD | +12.9% | -10.9% | +23.9% | +11.9% |
| 1Y | +17.2% | +3.4% | +13.9% | +13.3% |
| 3Y | +75.7% | +73.1% | +2.6% | +54.2% |
| All | +75.7% | +74.5% | +1.2% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling