+392.8%
USAS vs VT
+76.6%
+316.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.7% | +11.9% | +9.5% |
| 7D | -3.8% | -0.3% | -3.4% | -2.5% |
| 30D | -30.5% | -1.4% | -29.0% | -27.2% |
| 3M | -29.8% | -1.4% | -28.4% | -25.9% |
| 6M | -47.4% | +5.5% | -52.8% | -50.6% |
| YTD | -39.7% | +12.8% | -52.6% | -49.0% |
| 1Y | -14.2% | +15.4% | -29.6% | -29.7% |
| All | +392.8% | +76.6% | +316.2% | -2.8% |
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