-21.5%
UI price history and return analytics
+10.5%
-32.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.2% | +15.1% | +14.9% |
| 7D | +5.1% | -2.3% | +7.5% | +9.7% |
| 30D | -6.6% | -5.0% | -1.6% | +2.2% |
| 3M | +4.7% | -4.9% | +9.6% | +14.3% |
| 6M | -42.2% | -1.5% | -40.6% | -40.7% |
| YTD | +7.6% | +8.5% | -0.9% | -8.6% |
| 1Y | -21.5% | +11.4% | -32.9% | -36.6% |
| All | -21.5% | +10.5% | -32.0% | -36.6% |
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