+1,740.6%
VRT vs USB
+58.5%
+1,682.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | -21.4% | 0.0% | -21.4% | -21.4% |
| 30D | -25.8% | +5.8% | -31.7% | -27.8% |
| 3M | -33.5% | -6.0% | -27.6% | -31.9% |
| 6M | -49.0% | +7.8% | -56.8% | -51.1% |
| YTD | +12.9% | +14.6% | -1.6% | +5.1% |
| 1Y | 0.0% | +31.8% | -31.8% | -12.7% |
| 3Y | +361.8% | +91.5% | +270.3% | +238.5% |
| 5Y | +565.1% | +22.0% | +543.1% | +477.3% |
| All | +1,740.6% | +58.5% | +1,682.1% | +1,152.9% |
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