+77.3%
USE vs VT
+86.8%
-9.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.3% |
| 7D | +2.8% | +1.0% | +1.8% | +2.9% |
| 30D | +14.8% | -0.2% | +15.0% | +14.8% |
| 3M | +9.4% | +4.5% | +4.8% | +9.7% |
| 6M | +27.5% | +14.1% | +13.4% | +27.2% |
| YTD | +54.7% | +14.8% | +39.9% | +54.0% |
| 1Y | +28.8% | +21.2% | +7.6% | +26.3% |
| 3Y | +42.5% | +76.6% | -34.1% | +28.1% |
| All | +77.3% | +86.8% | -9.5% | +49.0% |
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