+500.1%
VST vs USB
+22.2%
+477.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.1% | -4.1% | -5.4% |
| 7D | -19.9% | -1.5% | -18.4% | -19.6% |
| 30D | -29.7% | +4.3% | -34.0% | -30.9% |
| 3M | -19.6% | -6.1% | -13.5% | -18.0% |
| 6M | -29.4% | +9.4% | -38.8% | -32.1% |
| YTD | -29.7% | +15.2% | -44.9% | -34.0% |
| 1Y | -40.0% | +32.8% | -72.8% | -46.7% |
| 3Y | +231.0% | +91.3% | +139.7% | +157.5% |
| 5Y | +500.1% | +22.7% | +477.4% | +426.0% |
| All | +500.1% | +22.2% | +477.9% | +426.0% |
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