+21.8%
USAS vs VT
+57.9%
-36.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -6.0% |
| 7D | -15.0% | -1.6% | -13.4% | -12.6% |
| 30D | -38.7% | -2.5% | -36.2% | -35.6% |
| 3M | -33.7% | -1.3% | -32.4% | -31.2% |
| 6M | -53.8% | +3.1% | -56.9% | -54.0% |
| YTD | -47.0% | +10.9% | -57.9% | -51.2% |
| 1Y | -29.8% | +12.1% | -41.9% | -35.7% |
| 3Y | +316.9% | +73.9% | +243.0% | +133.9% |
| All | +21.8% | +57.9% | -36.1% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling