+1,457.7%
USLM price history and return analytics
+346.0%
+1,111.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | +5.8% | -2.3% | +8.1% | +7.9% |
| 30D | +7.1% | -5.0% | +12.1% | +11.6% |
| 3M | +1.6% | -4.9% | +6.5% | +5.8% |
| 6M | +10.5% | -1.5% | +12.1% | +11.8% |
| YTD | -1.2% | +8.5% | -9.7% | -7.9% |
| 1Y | +3.6% | +11.4% | -7.8% | -5.4% |
| 3Y | +195.1% | +70.1% | +125.1% | +94.2% |
| 5Y | +349.7% | +53.7% | +295.9% | +217.8% |
| 10Y | +902.0% | +220.0% | +682.0% | +305.2% |
| All | +1,457.7% | +346.0% | +1,111.6% | +456.0% |
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 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