+28.7%
USPH price history and return analytics
+74.4%
-45.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +17.1% | -0.1% | +17.3% | +16.7% |
| 30D | +17.2% | -3.1% | +20.3% | +19.8% |
| 3M | +22.1% | -3.5% | +25.6% | +25.2% |
| 6M | +69.6% | +0.5% | +69.2% | +66.7% |
| YTD | +29.5% | +10.8% | +18.8% | +15.4% |
| 1Y | +38.9% | +11.9% | +27.0% | +22.4% |
| 3Y | +28.7% | +73.0% | -44.2% | -38.4% |
| All | +28.7% | +74.4% | -45.7% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling