+104.0%
USEA vs VT
+104.0%
0.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | +4.6% | +1.0% | +3.6% | +3.5% |
| 30D | +8.9% | -0.2% | +9.1% | +9.1% |
| 3M | +23.1% | +4.5% | +18.5% | +17.2% |
| 6M | +60.6% | +14.1% | +46.5% | +38.7% |
| YTD | +88.9% | +14.8% | +74.1% | +62.2% |
| 1Y | +102.4% | +21.2% | +81.2% | +64.1% |
| 3Y | +71.8% | +76.6% | -4.8% | -23.5% |
| All | +104.0% | +104.0% | 0.0% | -81.6% |
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