+86.7%
USPH price history and return analytics
+222.7%
-136.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | +1.4% | +2.9% | -1.4% | -1.7% |
| 30D | +15.4% | -2.5% | +17.9% | +17.9% |
| 3M | +21.0% | -3.3% | +24.4% | +24.7% |
| 6M | +64.2% | +1.5% | +62.7% | +59.2% |
| YTD | +28.7% | +11.4% | +17.4% | +11.8% |
| 1Y | +39.5% | +11.9% | +27.5% | +20.5% |
| 3Y | +27.9% | +73.9% | -46.0% | -34.2% |
| 5Y | +8.9% | +57.9% | -49.0% | -37.5% |
| All | +86.7% | +222.7% | -136.0% | -53.7% |
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