+291.9%
VTI vs USB
+94.3%
+197.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +1.5% |
| 7D | +0.2% | +0.8% | -0.5% | 0.0% |
| 30D | -2.9% | +6.8% | -9.7% | -5.4% |
| 3M | -2.6% | -3.8% | +1.2% | -1.3% |
| 6M | +2.8% | +11.7% | -9.0% | -2.1% |
| YTD | +11.6% | +17.5% | -5.9% | +3.9% |
| 1Y | +13.6% | +33.8% | -20.1% | +0.4% |
| 3Y | +79.9% | +104.2% | -24.4% | +31.5% |
| 5Y | +64.3% | +26.4% | +37.8% | +42.7% |
| 10Y | +291.9% | +89.2% | +202.7% | +180.2% |
| All | +291.9% | +94.3% | +197.6% | +180.2% |
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