+449.0%
VTV vs UUUU
-92.5%
+541.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.3% |
| 7D | -2.1% | -5.0% | +3.0% | -1.8% |
| 30D | -1.3% | -7.8% | +6.5% | -1.0% |
| 3M | +5.6% | -0.4% | +6.1% | +5.3% |
| 6M | +12.4% | -32.9% | +45.3% | +14.0% |
| YTD | +17.6% | -6.3% | +23.9% | +16.4% |
| 1Y | +23.5% | +7.9% | +15.6% | +20.2% |
| 3Y | +67.0% | +85.2% | -18.2% | +54.1% |
| 5Y | +80.5% | +97.0% | -16.4% | +62.2% |
| 10Y | +230.6% | +492.6% | -262.0% | +163.6% |
| All | +449.0% | -92.5% | +541.5% | +339.4% |
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