+68.8%
USL vs VT
+10.5%
+58.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.5% |
| 7D | -9.7% | -2.3% | -7.3% | -11.2% |
| 30D | +0.7% | -5.0% | +5.6% | -3.3% |
| 3M | +20.8% | -4.9% | +25.7% | +16.3% |
| 6M | +13.8% | -1.5% | +15.3% | +13.8% |
| YTD | +74.7% | +8.5% | +66.2% | +88.6% |
| 1Y | +68.8% | +11.4% | +57.4% | +81.5% |
| All | +68.8% | +10.5% | +58.3% | +81.5% |
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