+49.1%
USL vs VT
+23.3%
+25.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +4.3% | +0.4% | +3.9% | +4.7% |
| 30D | +13.7% | +1.0% | +12.7% | +14.5% |
| 3M | 0.0% | +2.4% | -2.4% | +2.2% |
| 6M | +32.1% | +12.0% | +20.1% | +47.1% |
| YTD | +60.5% | +15.3% | +45.2% | +76.4% |
| 1Y | +49.1% | +22.6% | +26.5% | +69.4% |
| All | +49.1% | +23.3% | +25.8% | +69.4% |
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 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