+108.2%
ULS price history and return analytics
+53.7%
+54.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.4% |
| 7D | -3.5% | -1.1% | -2.4% | -2.8% |
| 30D | -6.9% | -1.0% | -5.9% | -6.3% |
| 3M | -27.5% | +3.2% | -30.6% | -29.3% |
| 6M | -13.7% | +12.5% | -26.2% | -21.0% |
| YTD | -9.2% | +14.1% | -23.2% | -17.5% |
| 1Y | +4.9% | +18.9% | -14.0% | -7.5% |
| All | +108.2% | +53.7% | +54.5% | +55.5% |
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 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