+289.6%
VTI vs USB
+83.8%
+205.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +2.5% | +2.6% | -0.1% | +1.5% |
| 30D | -1.5% | +8.4% | -9.9% | -4.6% |
| 3M | -3.2% | -5.5% | +2.3% | -1.2% |
| 6M | +2.3% | +17.7% | -15.4% | -4.5% |
| YTD | +11.6% | +17.6% | -5.9% | +3.9% |
| 1Y | +13.8% | +33.9% | -20.1% | +0.4% |
| 3Y | +77.4% | +103.8% | -26.4% | +29.8% |
| 5Y | +64.6% | +25.6% | +39.0% | +43.3% |
| All | +289.6% | +83.8% | +205.8% | +178.9% |
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