+48.0%
USDU price history and return analytics
+267.1%
-219.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | +0.2% | -1.1% | +1.3% | +0.1% |
| 30D | -0.6% | -1.0% | +0.3% | -0.7% |
| 3M | -0.3% | +3.2% | -3.4% | 0.0% |
| 6M | +0.9% | +12.5% | -11.6% | +1.9% |
| YTD | +1.9% | +14.1% | -12.2% | +3.0% |
| 1Y | +4.0% | +18.9% | -14.9% | +5.5% |
| 3Y | +11.7% | +74.1% | -62.4% | +16.7% |
| 5Y | +27.9% | +66.9% | -39.0% | +34.5% |
| 10Y | +30.7% | +228.3% | -197.6% | +39.9% |
| All | +48.0% | +267.1% | -219.1% | +58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling