+77.3%
USMC vs VT
+53.4%
+23.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | -3.5% | -2.3% | -1.2% | -1.3% |
| 30D | -7.5% | -5.0% | -2.6% | -2.9% |
| 3M | -4.8% | -4.9% | +0.1% | -0.2% |
| 6M | +1.3% | -1.5% | +2.9% | +2.7% |
| YTD | +6.5% | +8.5% | -2.0% | -1.7% |
| 1Y | +7.5% | +11.4% | -3.9% | -3.3% |
| 3Y | +71.8% | +70.1% | +1.7% | +3.4% |
| All | +77.3% | +53.4% | +23.9% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling