+92.7%
USB price history and return analytics
+214.8%
-122.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +2.5% |
| 7D | -1.5% | -4.2% | +2.7% | +3.3% |
| 30D | +4.3% | -5.8% | +10.1% | +11.3% |
| 3M | -6.1% | -5.2% | -0.8% | -0.4% |
| 6M | +9.4% | +0.1% | +9.3% | +8.2% |
| YTD | +15.2% | +8.2% | +6.9% | +3.8% |
| 1Y | +32.8% | +10.1% | +22.6% | +17.2% |
| 3Y | +91.3% | +69.7% | +21.6% | +2.4% |
| 5Y | +22.7% | +53.4% | -30.7% | -25.7% |
| All | +92.7% | +214.8% | -122.1% | -43.7% |
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