+75.8%
USRT price history and return analytics
+221.4%
-145.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -0.4% | +1.0% | -1.4% | -1.3% |
| 30D | -3.0% | -0.2% | -2.8% | -2.9% |
| 3M | +1.7% | +4.5% | -2.9% | -2.7% |
| 6M | +6.7% | +14.1% | -7.4% | -6.0% |
| YTD | +15.7% | +14.8% | +1.0% | +1.3% |
| 1Y | +14.7% | +21.2% | -6.5% | -4.7% |
| 3Y | +41.1% | +76.6% | -35.4% | -18.1% |
| 5Y | +20.0% | +66.6% | -46.6% | -26.8% |
| 10Y | +75.8% | +222.3% | -146.5% | -41.7% |
| All | +75.8% | +221.4% | -145.7% | -41.7% |
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