+449.7%
USAS vs VT
+75.0%
+374.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -1.5% | +0.4% | -1.9% | -2.3% |
| 30D | +11.4% | +1.0% | +10.5% | +9.5% |
| 3M | -7.9% | +2.4% | -10.3% | -10.3% |
| 6M | -43.5% | +12.0% | -55.5% | -53.2% |
| YTD | +4.9% | +15.3% | -10.4% | -16.6% |
| 1Y | +100.0% | +22.6% | +77.4% | +45.1% |
| All | +449.7% | +75.0% | +374.8% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling