+542.8%
VRT vs USB
+22.2%
+520.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.1% | -11.9% | -12.9% |
| 7D | -28.1% | -1.5% | -26.7% | -27.6% |
| 30D | -30.2% | +4.3% | -34.5% | -31.9% |
| 3M | -36.4% | -6.1% | -30.3% | -34.5% |
| 6M | -48.2% | +9.4% | -57.6% | -51.1% |
| YTD | +9.2% | +15.2% | -6.0% | -0.5% |
| 1Y | -7.2% | +32.8% | -40.0% | -22.0% |
| 3Y | +338.7% | +91.3% | +247.4% | +194.2% |
| 5Y | +542.8% | +22.7% | +520.2% | +472.0% |
| All | +542.8% | +22.2% | +520.7% | +472.0% |
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