+228.7%
VTV vs UUUU
+465.5%
-236.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.1% |
| 7D | -1.1% | -10.5% | +9.4% | -0.3% |
| 30D | -1.0% | -10.5% | +9.5% | -0.3% |
| 3M | +4.6% | -14.1% | +18.8% | +5.4% |
| 6M | +13.5% | -35.5% | +49.0% | +16.2% |
| YTD | +18.5% | -10.9% | +29.4% | +16.9% |
| 1Y | +22.9% | +3.4% | +19.5% | +18.1% |
| 3Y | +67.8% | +73.1% | -5.3% | +48.5% |
| 5Y | +81.8% | +87.1% | -5.3% | +53.4% |
| All | +228.7% | +465.5% | -236.8% | +116.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling