+160.4%
VEA vs USB
+82.2%
+78.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +1.8% | +1.2% | +0.6% | +1.4% |
| 30D | -0.9% | +6.3% | -7.2% | -3.0% |
| 3M | -5.0% | -6.1% | +1.1% | -3.1% |
| 6M | 0.0% | +13.0% | -13.0% | -4.5% |
| YTD | +12.2% | +16.6% | -4.4% | +5.8% |
| 1Y | +14.7% | +31.1% | -16.4% | +3.8% |
| 3Y | +73.2% | +100.9% | -27.7% | +31.8% |
| 5Y | +53.7% | +24.5% | +29.2% | +36.1% |
| All | +160.4% | +82.2% | +78.2% | +92.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling