+25.1%
USB vs VTV
+76.8%
-51.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.5% |
| 7D | +1.4% | 0.0% | +1.4% | +1.3% |
| 30D | +6.4% | +3.2% | +3.2% | +1.5% |
| 3M | -4.5% | +1.7% | -6.1% | -6.7% |
| 6M | +11.4% | +11.0% | +0.3% | -4.7% |
| YTD | +17.1% | +21.0% | -3.9% | -11.9% |
| 1Y | +32.6% | +24.3% | +8.3% | -4.1% |
| 3Y | +101.8% | +76.9% | +24.9% | -12.3% |
| 5Y | +25.1% | +76.9% | -51.8% | -44.6% |
| All | +25.1% | +76.8% | -51.7% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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