+23.8%
USB vs VT
+57.9%
-34.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +0.3% | -1.6% | +1.9% | +1.9% |
| 30D | +4.1% | -2.5% | +6.6% | +6.8% |
| 3M | -5.5% | -1.3% | -4.2% | -4.3% |
| 6M | +8.3% | +3.1% | +5.2% | +4.1% |
| YTD | +15.4% | +10.9% | +4.5% | +2.3% |
| 1Y | +33.4% | +12.1% | +21.3% | +16.8% |
| 3Y | +91.7% | +73.9% | +17.8% | +4.6% |
| All | +23.8% | +57.9% | -34.1% | -25.3% |
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