+468.0%
UUUU price history and return analytics
+229.8%
+238.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.9% | -5.9% | -6.6% |
| 7D | -10.5% | -1.1% | -9.4% | -8.8% |
| 30D | -10.5% | -1.0% | -9.5% | -8.7% |
| 3M | -14.1% | +3.2% | -17.3% | -17.6% |
| 6M | -35.5% | +12.5% | -48.0% | -45.4% |
| YTD | -10.9% | +14.1% | -25.0% | -25.6% |
| 1Y | +3.4% | +18.9% | -15.6% | -19.3% |
| 3Y | +73.1% | +74.1% | -1.0% | -28.7% |
| 5Y | +87.1% | +66.9% | +20.3% | -9.9% |
| All | +468.0% | +229.8% | +238.2% | +23.9% |
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