+248.3%
USMC vs VT
+170.6%
+77.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | +0.6% | +0.4% | +0.2% | +0.2% |
| 30D | +0.6% | +1.0% | -0.4% | -0.4% |
| 3M | +3.6% | +2.4% | +1.2% | +1.3% |
| 6M | +14.5% | +12.0% | +2.5% | +2.8% |
| YTD | +12.6% | +15.3% | -2.7% | -1.8% |
| 1Y | +17.6% | +22.6% | -4.9% | -3.1% |
| 3Y | +75.7% | +74.7% | +1.1% | +4.1% |
| 5Y | +93.4% | +66.1% | +27.3% | +19.6% |
| All | +248.3% | +170.6% | +77.7% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling