+210.6%
USL price history and return analytics
+226.9%
-16.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.9% |
| 7D | +6.5% | -2.0% | +8.5% | +7.6% |
| 30D | +11.3% | -1.4% | +12.8% | +12.1% |
| 3M | +5.3% | +4.7% | +0.6% | +2.3% |
| 6M | +27.3% | +11.4% | +16.0% | +18.6% |
| YTD | +70.0% | +13.1% | +57.0% | +56.6% |
| 1Y | +56.2% | +19.0% | +37.2% | +39.4% |
| 3Y | +43.2% | +73.9% | -30.7% | -0.4% |
| 5Y | +124.0% | +65.4% | +58.6% | +59.6% |
| All | +210.6% | +226.9% | -16.3% | +35.8% |
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