+230.9%
USB vs VEU
+192.1%
+38.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.8% |
| 7D | +1.4% | +1.1% | +0.3% | +0.3% |
| 30D | -1.3% | +2.2% | -3.5% | -3.4% |
| 3M | +15.2% | +3.0% | +12.3% | +11.2% |
| 6M | +18.8% | +10.9% | +8.0% | +6.1% |
| YTD | +21.0% | +18.2% | +2.8% | +1.4% |
| 1Y | +34.0% | +28.3% | +5.7% | +3.6% |
| 3Y | +95.3% | +74.6% | +20.7% | +12.0% |
| 5Y | +40.4% | +56.4% | -16.0% | -10.3% |
| 10Y | +107.3% | +153.0% | -45.7% | -14.6% |
| All | +230.9% | +192.1% | +38.7% | +10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling