-75.1%
USNA vs VT
+77.9%
-152.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.6% | +0.4% | +6.1% | +6.1% |
| 30D | -0.2% | +1.0% | -1.2% | -1.2% |
| 3M | -17.5% | +2.4% | -19.9% | -19.6% |
| 6M | -22.6% | +12.0% | -34.6% | -31.4% |
| YTD | -23.8% | +15.3% | -39.1% | -34.7% |
| 1Y | -52.9% | +22.6% | -75.5% | -62.0% |
| All | -75.1% | +77.9% | -152.9% | -87.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling