+41.2%
USPH price history and return analytics
+226.9%
-185.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.7% |
| 7D | -1.2% | -2.0% | +0.8% | +1.1% |
| 30D | -4.3% | -1.4% | -2.9% | -2.7% |
| 3M | +24.4% | +4.7% | +19.7% | +17.7% |
| 6M | -1.0% | +11.4% | -12.3% | -12.9% |
| YTD | +1.4% | +13.1% | -11.6% | -12.6% |
| 1Y | -1.6% | +19.0% | -20.6% | -20.1% |
| 3Y | -10.8% | +73.9% | -84.8% | -53.6% |
| 5Y | -24.4% | +65.4% | -89.8% | -58.7% |
| All | +41.2% | +226.9% | -185.7% | -63.0% |
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