-100.0%
UK price history and return analytics
+133.6%
-233.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.6% |
| 7D | +1.2% | -1.1% | +2.3% | +1.8% |
| 30D | -13.9% | -1.0% | -12.9% | -13.5% |
| 3M | -12.4% | +3.2% | -15.6% | -13.8% |
| 6M | -61.5% | +12.5% | -74.0% | -63.6% |
| YTD | -67.6% | +14.1% | -81.7% | -69.6% |
| 1Y | -80.8% | +18.9% | -99.7% | -82.2% |
| 3Y | -94.7% | +74.1% | -168.8% | -95.9% |
| 5Y | -99.9% | +66.9% | -166.8% | -99.9% |
| All | -100.0% | +133.6% | -233.6% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling