+26.1%
USB price history and return analytics
+60.6%
-34.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +0.1% |
| 7D | +2.4% | -0.3% | +2.7% | +2.7% |
| 30D | +6.6% | -1.4% | +8.0% | +8.1% |
| 3M | -4.1% | -1.4% | -2.7% | -2.8% |
| 6M | +12.5% | +5.5% | +7.0% | +5.6% |
| YTD | +17.6% | +12.8% | +4.8% | +2.4% |
| 1Y | +36.5% | +15.4% | +21.1% | +15.9% |
| 3Y | +95.4% | +76.9% | +18.5% | +4.8% |
| 5Y | +26.1% | +60.4% | -34.3% | -25.2% |
| All | +26.1% | +60.6% | -34.4% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling