+350.9%
USLM price history and return analytics
+57.4%
+293.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.7% |
| 7D | +1.0% | +0.4% | +0.7% | +0.6% |
| 30D | +10.7% | -2.6% | +13.3% | +13.4% |
| 3M | +0.2% | -3.2% | +3.4% | +3.2% |
| 6M | +9.4% | +0.9% | +8.5% | +8.2% |
| YTD | +0.6% | +11.3% | -10.7% | -9.7% |
| 1Y | +4.1% | +14.0% | -9.9% | -8.6% |
| 3Y | +208.6% | +75.8% | +132.7% | +92.8% |
| 5Y | +350.9% | +57.8% | +293.1% | +218.0% |
| All | +350.9% | +57.4% | +293.5% | +218.0% |
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