+213.0%
USSG vs VT
+155.2%
+57.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.8% |
| 7D | -0.6% | +0.4% | -0.9% | -1.0% |
| 30D | -4.1% | -2.6% | -1.5% | -1.5% |
| 3M | -3.1% | -3.2% | +0.2% | +0.3% |
| 6M | +2.3% | +0.9% | +1.4% | +1.2% |
| YTD | +10.7% | +11.3% | -0.6% | -1.1% |
| 1Y | +13.6% | +14.0% | -0.4% | -1.0% |
| 3Y | +79.6% | +75.8% | +3.8% | 0.0% |
| 5Y | +69.1% | +57.8% | +11.3% | +5.5% |
| All | +213.0% | +155.2% | +57.8% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling