+102.6%
V vs USB
+22.2%
+80.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.5% |
| 7D | +2.9% | -1.5% | +4.4% | +3.5% |
| 30D | +14.0% | +4.3% | +9.7% | +12.5% |
| 3M | +14.9% | -6.1% | +21.0% | +17.2% |
| 6M | +31.7% | +9.4% | +22.3% | +27.7% |
| YTD | +21.2% | +15.2% | +6.0% | +15.3% |
| 1Y | +25.3% | +32.8% | -7.5% | +13.7% |
| 3Y | +77.5% | +91.3% | -13.8% | +41.2% |
| 5Y | +102.6% | +22.7% | +79.9% | +96.4% |
| All | +102.6% | +22.2% | +80.4% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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