+87.3%
USG price history and return analytics
+59.8%
+27.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -2.3% |
| 7D | -4.7% | +2.9% | -7.6% | -5.2% |
| 30D | -6.1% | -2.5% | -3.6% | -5.7% |
| 3M | -13.2% | -3.3% | -9.8% | -12.6% |
| 6M | -19.6% | +1.5% | -21.2% | -19.8% |
| YTD | -12.8% | +11.4% | -24.2% | -13.9% |
| 1Y | -10.0% | +11.9% | -21.9% | -11.1% |
| 3Y | +75.0% | +73.9% | +1.1% | +68.2% |
| 5Y | +79.1% | +57.9% | +21.2% | +70.9% |
| All | +87.3% | +59.8% | +27.4% | +78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling