+60.8%
USL vs VT
+12.5%
+48.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.6% |
| 7D | -9.0% | -0.1% | -8.9% | -8.8% |
| 30D | -5.2% | -3.1% | -2.1% | -7.4% |
| 3M | +10.5% | -3.5% | +14.0% | +7.6% |
| 6M | +7.3% | +0.5% | +6.9% | +9.3% |
| YTD | +68.1% | +10.8% | +57.3% | +85.3% |
| 1Y | +60.8% | +11.9% | +48.9% | +77.1% |
| All | +60.8% | +12.5% | +48.3% | +77.1% |
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