+134.5%
USMF vs VT
+176.1%
-41.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.5% | -1.6% | -0.9% | -1.1% |
| 30D | -3.5% | -2.5% | -1.0% | -1.4% |
| 3M | -3.9% | -1.3% | -2.6% | -2.8% |
| 6M | -0.4% | +3.1% | -3.5% | -3.1% |
| YTD | +0.4% | +10.9% | -10.5% | -8.5% |
| 1Y | +1.7% | +12.1% | -10.4% | -8.2% |
| 3Y | +36.6% | +73.9% | -37.3% | -16.8% |
| 5Y | +33.0% | +58.0% | -25.0% | -12.2% |
| All | +134.5% | +176.1% | -41.5% | -4.7% |
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