-33.5%
UI price history and return analytics
+10.7%
-44.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.3% | -1.5% |
| 7D | -15.2% | -4.2% | -11.1% | -8.6% |
| 30D | -17.9% | -5.8% | -12.1% | -9.0% |
| 3M | -9.5% | -5.2% | -4.3% | -0.6% |
| 6M | -49.2% | +0.1% | -49.3% | -49.6% |
| YTD | -6.7% | +8.2% | -14.9% | -20.5% |
| 1Y | -33.5% | +10.1% | -43.6% | -45.1% |
| All | -33.5% | +10.7% | -44.2% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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