+70.5%
USSG vs VT
+59.8%
+10.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | -0.1% |
| 7D | -2.2% | -0.7% | -1.5% | -1.5% |
| 30D | -3.8% | -1.7% | -2.1% | -2.1% |
| 3M | -2.6% | -2.3% | -0.3% | -0.2% |
| 6M | +2.2% | +1.5% | +0.6% | +0.5% |
| YTD | +11.0% | +12.0% | -1.1% | -1.8% |
| 1Y | +11.4% | +12.9% | -1.4% | -2.1% |
| 3Y | +77.4% | +74.9% | +2.4% | -1.6% |
| 5Y | +70.5% | +59.9% | +10.6% | +4.8% |
| All | +70.5% | +59.8% | +10.8% | +4.8% |
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 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