-53.2%
USAX vs VT
+10.8%
-64.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -2.6% |
| 7D | -8.6% | -0.1% | -8.4% | -8.0% |
| 30D | -23.8% | -0.7% | -23.2% | -18.3% |
| 3M | -46.0% | +4.0% | -50.0% | -53.6% |
| 6M | -52.0% | +12.3% | -64.3% | -65.8% |
| All | -53.2% | +10.8% | -64.0% | -64.3% |
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