+809.0%
USLM price history and return analytics
+222.7%
+586.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -4.3% | +2.9% | -7.2% | -7.1% |
| 30D | +7.4% | -2.5% | +9.9% | +10.0% |
| 3M | -4.2% | -3.3% | -0.8% | -1.0% |
| 6M | +4.5% | +1.5% | +3.0% | +2.6% |
| YTD | -4.4% | +11.4% | -15.8% | -14.8% |
| 1Y | -6.4% | +11.9% | -18.3% | -16.9% |
| 3Y | +191.4% | +73.9% | +117.5% | +70.2% |
| 5Y | +325.0% | +57.9% | +267.1% | +171.3% |
| All | +809.0% | +222.7% | +586.3% | +193.5% |
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