+878.5%
USLM price history and return analytics
+223.7%
+654.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.8% |
| 7D | +1.0% | +0.4% | +0.7% | +0.6% |
| 30D | +10.7% | -2.6% | +13.3% | +13.6% |
| 3M | +0.2% | -3.2% | +3.4% | +3.4% |
| 6M | +9.4% | +0.9% | +8.5% | +8.0% |
| YTD | +0.6% | +11.3% | -10.7% | -10.3% |
| 1Y | +4.1% | +14.0% | -9.9% | -9.2% |
| 3Y | +208.6% | +75.8% | +132.7% | +78.3% |
| 5Y | +350.9% | +57.8% | +293.1% | +188.1% |
| 10Y | +878.5% | +219.8% | +658.7% | +221.2% |
| All | +878.5% | +223.7% | +654.8% | +221.2% |
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 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