+61.6%
VEA vs USB
+40.0%
+21.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +1.0% | +1.4% | -0.5% | +0.5% |
| 30D | +1.9% | -1.3% | +3.3% | +2.3% |
| 3M | +3.2% | +15.2% | -12.0% | -1.2% |
| 6M | +10.2% | +18.8% | -8.6% | +4.5% |
| YTD | +18.9% | +21.0% | -2.1% | +11.9% |
| 1Y | +29.3% | +34.0% | -4.7% | +18.0% |
| 3Y | +76.8% | +95.3% | -18.6% | +40.9% |
| All | +61.6% | +40.0% | +21.6% | +40.1% |
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