+34.8%
USOI vs VT
+77.9%
-43.1%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.6% | +0.4% | +4.2% | +4.5% |
| 30D | +9.9% | +1.0% | +8.9% | +9.7% |
| 3M | -2.5% | +2.4% | -4.8% | -2.8% |
| 6M | +22.4% | +12.0% | +10.3% | +19.7% |
| YTD | +43.8% | +15.3% | +28.5% | +39.3% |
| 1Y | +39.4% | +22.6% | +16.8% | +32.3% |
| All | +34.8% | +77.9% | -43.1% | +18.1% |
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