+663.5%
VTI vs UUUU
-92.8%
+756.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.1% |
| 7D | -0.9% | -10.5% | +9.6% | -0.2% |
| 30D | -1.4% | -10.5% | +9.1% | -0.9% |
| 3M | +3.6% | -14.1% | +17.7% | +4.3% |
| 6M | +13.6% | -35.5% | +49.1% | +15.9% |
| YTD | +12.9% | -10.9% | +23.9% | +12.0% |
| 1Y | +17.2% | +3.4% | +13.9% | +14.1% |
| 3Y | +75.7% | +73.1% | +2.6% | +61.5% |
| 5Y | +75.4% | +87.1% | -11.7% | +57.0% |
| 10Y | +303.3% | +463.0% | -159.7% | +219.6% |
| All | +663.5% | -92.8% | +756.3% | +509.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling