+143.4%
USMF vs VT
+187.0%
-43.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.5% | +0.4% | +0.1% | +0.1% |
| 30D | -1.5% | +1.0% | -2.5% | -2.4% |
| 3M | -0.2% | +2.4% | -2.6% | -2.2% |
| 6M | +3.4% | +12.0% | -8.6% | -6.5% |
| YTD | +4.2% | +15.3% | -11.1% | -8.2% |
| 1Y | +3.5% | +22.6% | -19.1% | -13.7% |
| 3Y | +39.9% | +74.7% | -34.8% | -15.1% |
| 5Y | +39.6% | +66.1% | -26.5% | -11.8% |
| All | +143.4% | +187.0% | -43.6% | -4.3% |
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