+1,439.1%
USLM price history and return analytics
+374.2%
+1,064.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | -2.7% | +0.4% | -3.2% | -3.1% |
| 30D | -0.9% | +1.0% | -1.9% | -1.7% |
| 3M | +9.0% | +2.4% | +6.6% | +6.8% |
| 6M | -8.6% | +12.0% | -20.6% | -17.1% |
| YTD | -2.4% | +15.3% | -17.7% | -13.4% |
| 1Y | -3.3% | +22.6% | -25.9% | -18.4% |
| 3Y | +169.2% | +74.7% | +94.5% | +73.2% |
| 5Y | +305.9% | +66.1% | +239.8% | +169.5% |
| 10Y | +881.8% | +225.0% | +656.8% | +289.8% |
| All | +1,439.1% | +374.2% | +1,064.9% | +422.4% |
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