+150.9%
VEA vs USB
+92.8%
+58.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | -3.4% | +5.8% | -9.2% | -5.2% |
| 3M | -5.6% | -6.0% | +0.3% | -3.8% |
| 6M | -3.4% | +7.8% | -11.2% | -6.3% |
| YTD | +9.7% | +14.6% | -4.9% | +4.1% |
| 1Y | +15.4% | +31.8% | -16.4% | +4.2% |
| 3Y | +68.5% | +91.5% | -23.0% | +30.5% |
| 5Y | +49.6% | +22.0% | +27.6% | +33.4% |
| All | +150.9% | +92.8% | +58.1% | +89.7% |
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