+909.2%
VTI vs USB
+572.4%
+336.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -3.5% |
| 7D | -4.7% | -1.5% | -3.2% | -4.1% |
| 30D | -5.8% | +4.3% | -10.1% | -7.3% |
| 3M | -4.8% | -6.1% | +1.3% | -2.7% |
| 6M | +1.5% | +9.4% | -7.9% | -2.4% |
| YTD | +8.5% | +15.2% | -6.7% | +1.9% |
| 1Y | +9.4% | +32.8% | -23.3% | -2.7% |
| 3Y | +73.9% | +91.3% | -17.4% | +31.8% |
| 5Y | +59.5% | +22.7% | +36.8% | +39.3% |
| 10Y | +295.8% | +97.0% | +198.8% | +172.5% |
| All | +909.2% | +572.4% | +336.8% | +278.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling