-99.5%
USBC price history and return analytics
+58.5%
-158.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.5% |
| 7D | +2.8% | +2.9% | -0.1% | -0.2% |
| 30D | -26.0% | -2.5% | -23.5% | -23.2% |
| 3M | +2.8% | -3.3% | +6.1% | +7.8% |
| 6M | -47.1% | +1.5% | -48.7% | -47.2% |
| YTD | -41.3% | +11.4% | -52.6% | -46.2% |
| 1Y | -55.4% | +11.9% | -67.3% | -59.2% |
| 3Y | -97.6% | +73.9% | -171.5% | -98.5% |
| 5Y | -99.5% | +57.9% | -157.4% | -99.6% |
| All | -99.5% | +58.5% | -158.1% | -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