+117.6%
USL price history and return analytics
+66.2%
+51.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.4% |
| 7D | +2.2% | +1.0% | +1.2% | +2.0% |
| 30D | +13.8% | -0.2% | +14.0% | +13.8% |
| 3M | +2.1% | +4.5% | -2.4% | +0.9% |
| 6M | +24.1% | +14.1% | +10.1% | +19.1% |
| YTD | +64.3% | +14.8% | +49.5% | +56.9% |
| 1Y | +54.1% | +21.2% | +32.9% | +44.1% |
| 3Y | +38.3% | +76.6% | -38.2% | +10.5% |
| 5Y | +117.6% | +66.6% | +51.0% | +86.4% |
| All | +117.6% | +66.2% | +51.4% | +86.4% |
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