-99.5%
USBC price history and return analytics
+57.4%
-156.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.1% |
| 7D | -9.5% | +0.4% | -9.9% | -9.2% |
| 30D | -25.5% | -2.6% | -22.9% | -22.7% |
| 3M | +11.8% | -3.2% | +15.0% | +16.9% |
| 6M | -13.6% | +0.9% | -14.6% | -13.5% |
| YTD | -39.7% | +11.3% | -51.0% | -44.8% |
| 1Y | -54.2% | +14.0% | -68.2% | -58.8% |
| 3Y | -97.2% | +75.8% | -173.0% | -98.2% |
| 5Y | -99.5% | +57.8% | -157.4% | -99.6% |
| All | -99.5% | +57.4% | -156.9% | -99.6% |
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