+2,723.0%
VRT vs USB
+67.4%
+2,655.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.6% | +4.5% |
| 7D | +9.1% | +1.4% | +7.7% | +8.4% |
| 30D | +0.9% | -1.3% | +2.2% | +1.5% |
| 3M | -13.4% | +15.2% | -28.6% | -18.9% |
| 6M | +11.7% | +18.8% | -7.1% | +3.1% |
| YTD | +73.2% | +21.0% | +52.2% | +57.8% |
| 1Y | +123.4% | +34.0% | +89.4% | +93.9% |
| 3Y | +606.2% | +95.3% | +510.8% | +412.1% |
| 5Y | +899.9% | +40.4% | +859.5% | +721.6% |
| All | +2,723.0% | +67.4% | +2,655.6% | +1,781.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling