+66.6%
VTV vs UL
+19.9%
+46.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.5% |
| 7D | -2.1% | -4.1% | +2.0% | -1.4% |
| 30D | -1.3% | -1.2% | -0.1% | -1.1% |
| 3M | +5.6% | +6.0% | -0.3% | +4.5% |
| 6M | +12.4% | -5.5% | +17.9% | +13.5% |
| YTD | +17.6% | -3.3% | +21.0% | +18.1% |
| 1Y | +23.5% | -9.8% | +33.3% | +25.7% |
| All | +66.6% | +19.9% | +46.7% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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