+49.7%
USHY vs VTEB
+17.1%
+32.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.3% | -0.2% |
| 7D | -0.7% | -0.9% | +0.2% | -0.1% |
| 30D | -0.7% | -2.5% | +1.8% | +0.9% |
| 3M | +0.1% | -3.0% | +3.0% | +2.0% |
| 6M | +1.8% | -2.1% | +3.9% | +3.2% |
| YTD | +1.8% | -1.5% | +3.3% | +2.7% |
| 1Y | +3.3% | +0.2% | +3.1% | +3.2% |
| 3Y | +27.0% | +8.6% | +18.4% | +20.4% |
| 5Y | +21.0% | +1.2% | +19.8% | +19.0% |
| All | +49.7% | +17.1% | +32.6% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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