+108.6%
USG price history and return analytics
+64.7%
+43.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +0.8% | +1.0% | -0.2% | +0.6% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | -2.8% | +4.5% | -7.4% | -3.5% |
| 6M | -17.8% | +14.1% | -31.9% | -19.3% |
| YTD | -2.9% | +14.8% | -17.7% | -4.7% |
| 1Y | +13.1% | +21.2% | -8.0% | +10.6% |
| 3Y | +98.1% | +76.6% | +21.5% | +89.4% |
| All | +108.6% | +64.7% | +43.9% | +97.9% |
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