+89.2%
XUSP vs VT
+75.4%
+13.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | -0.3% |
| 7D | -5.8% | -4.2% | -1.6% | -0.8% |
| 30D | -7.8% | -5.8% | -2.0% | -0.9% |
| 3M | -7.4% | -5.2% | -2.1% | -1.1% |
| 6M | +0.2% | +0.1% | +0.1% | +0.2% |
| YTD | +6.7% | +8.2% | -1.5% | -2.7% |
| 1Y | +6.9% | +10.1% | -3.3% | -4.5% |
| 3Y | +86.5% | +69.7% | +16.9% | +2.3% |
| All | +89.2% | +75.4% | +13.8% | +1.4% |
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