+10.6%
IUSG vs VT
+11.9%
-1.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | +2.3% | +2.4% | 0.0% | -0.4% |
| 30D | -6.2% | -1.5% | -4.7% | -4.3% |
| 3M | -6.9% | -4.1% | -2.8% | -2.1% |
| 6M | -3.1% | +0.6% | -3.7% | -3.4% |
| YTD | +8.3% | +11.0% | -2.7% | -3.6% |
| 1Y | +10.6% | +13.3% | -2.7% | -3.9% |
| All | +10.6% | +11.9% | -1.3% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling