+88.7%
UI price history and return analytics
+60.6%
+28.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.1% | +0.4% |
| 7D | -6.9% | -0.3% | -6.6% | -6.4% |
| 30D | -7.9% | -1.4% | -6.5% | -5.8% |
| 3M | +0.3% | -1.4% | +1.7% | +2.6% |
| 6M | -44.0% | +5.5% | -49.4% | -48.0% |
| YTD | +1.8% | +12.8% | -11.0% | -13.6% |
| 1Y | -25.7% | +15.4% | -41.1% | -38.8% |
| 3Y | +443.4% | +76.9% | +366.5% | +165.8% |
| 5Y | +88.7% | +60.4% | +28.3% | +6.2% |
| All | +88.7% | +60.6% | +28.2% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling