-51.7%
USGO vs VT
+13.3%
-65.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -4.6% |
| 7D | -1.8% | -0.7% | -1.1% | -0.9% |
| 30D | -19.2% | -1.7% | -17.4% | -16.6% |
| 3M | -44.2% | -2.3% | -41.9% | -41.9% |
| 6M | -63.5% | +1.5% | -65.0% | -64.5% |
| YTD | -44.1% | +12.0% | -56.1% | -55.7% |
| 1Y | -51.7% | +12.9% | -64.6% | -62.0% |
| All | -51.7% | +13.3% | -65.0% | -62.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling