+96.6%
XUSP vs VT
+76.6%
+20.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | -0.1% |
| 7D | -1.1% | -0.3% | -0.8% | -0.8% |
| 30D | -1.9% | -1.4% | -0.4% | -0.1% |
| 3M | -2.4% | -1.4% | -1.0% | -0.6% |
| 6M | +6.9% | +5.5% | +1.5% | +0.1% |
| YTD | +12.6% | +12.8% | -0.3% | -3.2% |
| 1Y | +13.3% | +15.4% | -2.1% | -5.3% |
| All | +96.6% | +76.6% | +20.1% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling