+19.9%
VUSB price history and return analytics
+70.3%
-50.4%
-1.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.1% | -2.3% | +2.4% | +0.2% |
| 30D | +0.5% | -5.0% | +5.4% | +0.5% |
| 3M | +0.5% | -4.9% | +5.4% | +0.5% |
| 6M | +1.4% | -1.5% | +3.0% | +1.4% |
| YTD | +2.6% | +8.5% | -5.9% | +2.5% |
| 1Y | +3.3% | +11.4% | -8.1% | +3.2% |
| 3Y | +15.9% | +70.1% | -54.2% | +15.2% |
| 5Y | +19.7% | +53.7% | -34.1% | +18.9% |
| All | +19.9% | +70.3% | -50.4% | +19.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling