-31.8%
USL price history and return analytics
+357.6%
-389.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -4.1% |
| 7D | -7.1% | +0.4% | -7.5% | -7.5% |
| 30D | -4.0% | -2.6% | -1.5% | -2.8% |
| 3M | +17.8% | -3.2% | +21.0% | +19.5% |
| 6M | +8.6% | +0.9% | +7.6% | +6.8% |
| YTD | +70.1% | +11.3% | +58.8% | +56.1% |
| 1Y | +63.7% | +14.0% | +49.7% | +47.9% |
| 3Y | +55.6% | +75.8% | -20.2% | +5.7% |
| 5Y | +92.7% | +57.8% | +34.9% | +38.1% |
| 10Y | +215.4% | +219.8% | -4.4% | +41.7% |
| All | -31.8% | +357.6% | -389.4% | -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 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