+73.3%
USE vs VT
+87.7%
-14.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +5.6% | +0.4% | +5.2% | +5.6% |
| 30D | +14.8% | +1.0% | +13.8% | +14.9% |
| 3M | +4.4% | +2.4% | +2.1% | +4.8% |
| 6M | +39.5% | +12.0% | +27.5% | +40.0% |
| YTD | +51.2% | +15.3% | +35.8% | +50.6% |
| 1Y | +23.8% | +22.6% | +1.2% | +21.3% |
| 3Y | +41.3% | +74.7% | -33.4% | +28.1% |
| All | +73.3% | +87.7% | -14.4% | +45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling