+245.3%
USMC price history and return analytics
+167.5%
+77.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | -0.5% | -0.7% | +0.2% | +0.1% |
| 3M | +5.1% | +4.0% | +1.1% | +1.2% |
| 6M | +13.9% | +12.3% | +1.7% | +2.0% |
| YTD | +11.6% | +14.0% | -2.4% | -1.6% |
| 1Y | +16.0% | +20.3% | -4.3% | -2.8% |
| 3Y | +76.0% | +75.4% | +0.6% | +3.8% |
| 5Y | +93.3% | +66.0% | +27.4% | +19.7% |
| All | +245.3% | +167.5% | +77.8% | +39.2% |
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