+111.7%
USEA vs VT
+97.4%
+14.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | +24.9% | +2.4% | +22.5% | +21.6% |
| 30D | +10.9% | -1.5% | +12.4% | +12.1% |
| 3M | +13.4% | -4.1% | +17.5% | +17.8% |
| 6M | +39.5% | +0.6% | +38.9% | +37.5% |
| YTD | +96.0% | +11.0% | +85.0% | +73.2% |
| 1Y | +108.2% | +13.3% | +94.8% | +80.0% |
| 3Y | +105.8% | +73.4% | +32.4% | -8.3% |
| All | +111.7% | +97.4% | +14.3% | -80.4% |
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