+130.1%
USMF price history and return analytics
+175.7%
-45.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.3% |
| 7D | -1.9% | -0.1% | -1.7% | -1.7% |
| 30D | -5.9% | -3.1% | -2.9% | -3.3% |
| 3M | -6.8% | -3.5% | -3.3% | -3.9% |
| 6M | -3.2% | +0.5% | -3.7% | -3.6% |
| YTD | -1.5% | +10.8% | -12.2% | -10.1% |
| 1Y | -0.8% | +11.9% | -12.7% | -10.3% |
| 3Y | +33.4% | +73.0% | -39.6% | -18.4% |
| 5Y | +30.4% | +58.6% | -28.2% | -14.1% |
| All | +130.1% | +175.7% | -45.6% | -6.3% |
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