+288.8%
VTI vs USB
+92.8%
+196.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | -5.0% | +5.8% | -10.9% | -7.2% |
| 3M | -4.3% | -6.0% | +1.7% | -2.1% |
| 6M | +0.6% | +7.8% | -7.2% | -2.8% |
| YTD | +8.9% | +14.6% | -5.7% | +2.3% |
| 1Y | +11.1% | +31.8% | -20.6% | -1.3% |
| 3Y | +74.5% | +91.5% | -17.0% | +30.9% |
| 5Y | +60.1% | +22.0% | +38.0% | +41.0% |
| All | +288.8% | +92.8% | +196.0% | +177.2% |
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