+106.8%
USEA price history and return analytics
+102.8%
+4.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.3% |
| 7D | -1.6% | -1.1% | -0.5% | -0.5% |
| 30D | +11.6% | -1.0% | +12.6% | +12.7% |
| 3M | +19.0% | +3.2% | +15.9% | +15.1% |
| 6M | +56.5% | +12.5% | +44.0% | +37.2% |
| YTD | +91.5% | +14.1% | +77.4% | +65.5% |
| 1Y | +100.9% | +18.9% | +82.0% | +66.3% |
| 3Y | +73.4% | +74.1% | -0.7% | -21.0% |
| All | +106.8% | +102.8% | +4.0% | -81.2% |
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