-71.7%
USAU vs VT
+226.9%
-298.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -3.3% |
| 7D | -8.5% | -2.0% | -6.5% | -6.3% |
| 30D | -1.1% | -1.4% | +0.3% | +0.7% |
| 3M | +3.8% | +4.7% | -0.9% | -1.2% |
| 6M | -16.0% | +11.4% | -27.3% | -24.3% |
| YTD | -22.4% | +13.1% | -35.4% | -31.0% |
| 1Y | +6.8% | +19.0% | -12.2% | -10.0% |
| 3Y | +322.1% | +73.9% | +248.2% | +134.9% |
| 5Y | +48.5% | +65.4% | -16.9% | -13.3% |
| All | -71.7% | +226.9% | -298.5% | -89.9% |
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