+100.6%
USRT price history and return analytics
+224.4%
-123.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.1% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | +6.4% | -1.7% | +8.1% | +7.9% |
| 3M | +1.1% | -2.3% | +3.4% | +2.9% |
| 6M | +2.7% | +1.5% | +1.2% | +0.5% |
| YTD | +17.8% | +12.0% | +5.8% | +5.1% |
| 1Y | +15.5% | +12.9% | +2.6% | +2.2% |
| 3Y | +54.2% | +74.9% | -20.8% | -10.2% |
| 5Y | +19.4% | +59.9% | -40.5% | -24.5% |
| 10Y | +100.6% | +224.6% | -124.0% | -30.4% |
| All | +100.6% | +224.4% | -123.7% | -30.4% |
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 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