+92.5%
USB vs VEU
+64.4%
+28.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | +0.5% |
| 7D | -1.5% | -3.4% | +2.0% | +1.0% |
| 30D | +4.3% | -5.6% | +9.9% | +8.7% |
| 3M | -6.1% | -6.2% | +0.2% | -1.7% |
| 6M | +9.4% | -2.0% | +11.4% | +9.8% |
| YTD | +15.2% | +8.5% | +6.7% | +5.0% |
| 1Y | +32.8% | +12.1% | +20.7% | +17.3% |
| All | +92.5% | +64.4% | +28.1% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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