+166.8%
VWO vs UUUU
-92.5%
+259.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.3% | +4.8% | -1.0% |
| 7D | -1.7% | -5.0% | +3.3% | -1.3% |
| 30D | -0.3% | -7.8% | +7.5% | +0.2% |
| 3M | +4.0% | -0.4% | +4.4% | +3.7% |
| 6M | +8.1% | -32.9% | +41.0% | +10.5% |
| YTD | +11.6% | -6.3% | +17.9% | +10.3% |
| 1Y | +16.2% | +7.9% | +8.3% | +12.3% |
| 3Y | +63.3% | +85.2% | -21.9% | +47.0% |
| 5Y | +33.4% | +97.0% | -63.6% | +15.7% |
| 10Y | +113.3% | +492.6% | -379.3% | +57.0% |
| All | +166.8% | -92.5% | +259.2% | +104.5% |
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