+5.2%
VUG vs UUUU
-55.1%
+60.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.4% | +1.6% |
| 7D | -3.0% | -14.4% | +11.4% | -1.4% |
| 30D | -6.4% | -33.6% | +27.2% | -2.5% |
| 3M | -3.2% | -44.2% | +41.0% | +2.3% |
| 6M | +3.1% | -66.8% | +69.9% | +13.2% |
| YTD | +6.3% | -50.6% | +56.9% | +10.6% |
| 1Y | +5.2% | -57.8% | +63.0% | +11.3% |
| All | +5.2% | -55.1% | +60.3% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling