+20.5%
VEA vs USB
+36.4%
-15.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.6% |
| 7D | +0.7% | +2.4% | -1.7% | 0.0% |
| 30D | -0.4% | +6.6% | -7.0% | -2.2% |
| 3M | -1.7% | -4.1% | +2.4% | -0.7% |
| 6M | +5.1% | +12.5% | -7.4% | +1.0% |
| YTD | +14.4% | +17.6% | -3.2% | +6.9% |
| 1Y | +20.5% | +36.5% | -16.0% | +6.6% |
| All | +20.5% | +36.4% | -15.9% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling