+83.6%
USB price history and return analytics
+224.4%
-140.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.4% |
| 7D | -0.5% | -0.7% | +0.2% | +0.1% |
| 30D | +5.7% | -1.7% | +7.5% | +7.6% |
| 3M | -4.7% | -2.3% | -2.4% | -2.4% |
| 6M | +13.4% | +1.5% | +11.9% | +10.5% |
| YTD | +17.0% | +12.0% | +5.0% | +1.4% |
| 1Y | +32.4% | +12.9% | +19.5% | +13.7% |
| 3Y | +101.7% | +74.9% | +26.7% | +4.2% |
| 5Y | +24.4% | +59.9% | -35.5% | -28.2% |
| 10Y | +83.6% | +224.6% | -141.0% | -49.9% |
| All | +83.6% | +224.4% | -140.8% | -49.9% |
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