+133.4%
USMF price history and return analytics
+177.1%
-43.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +4.5% | +2.9% | +1.6% | +2.0% |
| 30D | -4.3% | -2.5% | -1.7% | -2.1% |
| 3M | -5.9% | -3.3% | -2.6% | -3.1% |
| 6M | -1.5% | +1.5% | -3.0% | -2.8% |
| YTD | -0.1% | +11.4% | -11.4% | -9.2% |
| 1Y | -0.1% | +11.9% | -12.0% | -9.7% |
| 3Y | +35.3% | +73.9% | -38.6% | -17.6% |
| 5Y | +31.4% | +57.9% | -26.5% | -13.1% |
| All | +133.4% | +177.1% | -43.7% | -5.4% |
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 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