+108.5%
UI price history and return analytics
+53.4%
+55.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.2% | +15.1% | +15.0% |
| 7D | +5.1% | -2.3% | +7.5% | +9.1% |
| 30D | -6.6% | -5.0% | -1.6% | +1.0% |
| 3M | +4.7% | -4.9% | +9.6% | +13.1% |
| 6M | -42.2% | -1.5% | -40.6% | -40.6% |
| YTD | +7.6% | +8.5% | -0.9% | -3.1% |
| 1Y | -21.5% | +11.4% | -32.9% | -31.8% |
| 3Y | +474.0% | +70.1% | +403.9% | +197.7% |
| All | +108.5% | +53.4% | +55.1% | +23.5% |
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