+31.8%
USB vs VIG
+14.5%
+17.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | 0.0% | -1.8% | +1.8% | +1.9% |
| 30D | +5.8% | +2.7% | +3.2% | +2.3% |
| 3M | -6.0% | 0.0% | -5.9% | -6.2% |
| 6M | +7.8% | +6.8% | +1.0% | -0.5% |
| YTD | +14.6% | +12.1% | +2.5% | 0.0% |
| 1Y | +31.8% | +14.8% | +16.9% | +11.5% |
| All | +31.8% | +14.5% | +17.2% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling