+87.2%
USG price history and return analytics
+57.5%
+29.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | -3.3% | -3.1% | -0.3% | -2.8% |
| 3M | -9.7% | -3.5% | -6.2% | -9.0% |
| 6M | -16.6% | +0.5% | -17.1% | -16.6% |
| YTD | -9.7% | +10.8% | -20.4% | -10.7% |
| 1Y | -5.2% | +11.9% | -17.1% | -6.4% |
| 3Y | +81.4% | +73.0% | +8.4% | +74.5% |
| 5Y | +87.2% | +58.6% | +28.5% | +78.2% |
| All | +87.2% | +57.5% | +29.6% | +78.2% |
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