+58.5%
USSE vs VT
+69.0%
-10.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +0.7% |
| 7D | +1.5% | +0.4% | +1.1% | +1.1% |
| 30D | -6.2% | -2.6% | -3.6% | -3.6% |
| 3M | -4.2% | -3.2% | -1.0% | -0.9% |
| 6M | +4.6% | +0.9% | +3.6% | +3.8% |
| YTD | +18.3% | +11.3% | +7.0% | +6.3% |
| 1Y | +19.6% | +14.0% | +5.6% | +5.0% |
| 3Y | +62.9% | +75.8% | -13.0% | -3.3% |
| All | +58.5% | +69.0% | -10.5% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling