+31.8%
USB vs VSH
+58.3%
-26.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.7% | -6.2% | -0.7% |
| 7D | 0.0% | -12.9% | +12.9% | +0.4% |
| 30D | +5.8% | -36.9% | +42.7% | +7.6% |
| 3M | -6.0% | -28.8% | +22.8% | -5.0% |
| 6M | +7.8% | -30.3% | +38.1% | +4.1% |
| YTD | +14.6% | +62.4% | -47.8% | -9.2% |
| 1Y | +31.8% | +62.5% | -30.7% | +4.3% |
| All | +31.8% | +58.3% | -26.5% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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