+123.4%
USMF price history and return analytics
+169.3%
-45.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | -1.6% |
| 7D | -7.3% | -4.2% | -3.1% | -3.8% |
| 30D | -8.8% | -5.8% | -3.0% | -3.9% |
| 3M | -9.6% | -5.2% | -4.4% | -5.3% |
| 6M | -5.5% | +0.1% | -5.6% | -5.7% |
| YTD | -4.3% | +8.2% | -12.6% | -11.0% |
| 1Y | -3.1% | +10.1% | -13.2% | -11.2% |
| 3Y | +30.1% | +69.7% | -39.6% | -19.1% |
| 5Y | +26.5% | +53.4% | -26.8% | -14.2% |
| All | +123.4% | +169.3% | -45.9% | -7.2% |
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 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