+92.0%
USG price history and return analytics
+60.8%
+31.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | -3.8% | -1.7% | -2.1% | -3.5% |
| 3M | -10.5% | -2.3% | -8.2% | -10.1% |
| 6M | -18.0% | +1.5% | -19.5% | -18.1% |
| YTD | -10.6% | +12.0% | -22.7% | -11.9% |
| 1Y | -6.7% | +12.9% | -19.5% | -8.0% |
| 3Y | +79.4% | +74.9% | +4.5% | +72.2% |
| 5Y | +84.2% | +59.9% | +24.3% | +75.5% |
| All | +92.0% | +60.8% | +31.2% | +83.0% |
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