+1,012.3%
VUG vs UUUU
-91.9%
+1,104.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.4% |
| 7D | +0.9% | +2.8% | -2.0% | +0.7% |
| 30D | -1.4% | +3.4% | -4.8% | -1.8% |
| 3M | +2.3% | -3.9% | +6.2% | +2.3% |
| 6M | +15.7% | -23.2% | +38.9% | +16.8% |
| YTD | +8.6% | +0.6% | +8.1% | +6.9% |
| 1Y | +14.1% | +22.9% | -8.8% | +9.7% |
| 3Y | +87.9% | +98.6% | -10.7% | +70.7% |
| 5Y | +76.3% | +130.2% | -53.9% | +55.5% |
| 10Y | +409.7% | +519.5% | -109.8% | +300.7% |
| All | +1,012.3% | -91.9% | +1,104.2% | +780.4% |
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