+582.3%
VST vs USB
+23.7%
+558.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.9% | -15.7% | -14.5% |
| 7D | -15.7% | +2.4% | -18.1% | -16.6% |
| 30D | -17.0% | +6.6% | -23.5% | -19.1% |
| 3M | -15.9% | -4.1% | -11.8% | -14.9% |
| 6M | -25.0% | +12.5% | -37.5% | -28.6% |
| YTD | -25.1% | +17.6% | -42.7% | -30.2% |
| 1Y | -34.9% | +36.5% | -71.4% | -42.7% |
| 3Y | +252.7% | +95.4% | +157.3% | +172.0% |
| 5Y | +582.3% | +26.1% | +556.2% | +497.1% |
| All | +582.3% | +23.7% | +558.6% | +497.1% |
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