+56.6%
USOY vs VT
+52.1%
+4.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +6.8% | +0.4% | +6.4% | +6.9% |
| 30D | +15.2% | +1.0% | +14.2% | +15.3% |
| 3M | -0.5% | +2.4% | -2.9% | -0.3% |
| 6M | +27.7% | +12.0% | +15.7% | +27.3% |
| YTD | +58.4% | +15.3% | +43.1% | +56.0% |
| 1Y | +49.9% | +22.6% | +27.4% | +44.0% |
| All | +56.6% | +52.1% | +4.4% | +33.8% |
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 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