+239.0%
VUSE vs VT
+258.7%
-19.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.8% | +0.4% | -1.3% | -1.3% |
| 30D | -1.2% | +1.0% | -2.2% | -2.2% |
| 3M | +1.2% | +2.4% | -1.2% | -1.3% |
| 6M | +10.4% | +12.0% | -1.6% | -2.0% |
| YTD | +11.0% | +15.3% | -4.4% | -4.6% |
| 1Y | +13.2% | +22.6% | -9.4% | -8.7% |
| 3Y | +53.7% | +74.7% | -21.0% | -14.4% |
| 5Y | +72.4% | +66.1% | +6.3% | +1.2% |
| 10Y | +209.3% | +225.0% | -15.7% | -6.4% |
| All | +239.0% | +258.7% | -19.7% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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