+23.5%
TUSI price history and return analytics
+86.8%
-63.3%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.1% |
| 7D | -0.1% | -1.1% | +1.0% | -0.1% |
| 30D | +0.2% | -1.0% | +1.2% | +0.2% |
| 3M | +0.9% | +3.2% | -2.2% | +0.9% |
| 6M | +1.9% | +12.5% | -10.6% | +1.8% |
| YTD | +2.7% | +14.1% | -11.4% | +2.6% |
| 1Y | +4.2% | +18.9% | -14.7% | +4.1% |
| 3Y | +17.5% | +74.1% | -56.6% | +17.2% |
| All | +23.5% | +86.8% | -63.3% | +23.1% |
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