+245.0%
USRT price history and return analytics
+374.2%
-129.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -1.2% | +0.4% | -1.6% | -1.6% |
| 30D | -3.7% | +1.0% | -4.6% | -4.6% |
| 3M | +1.4% | +2.4% | -0.9% | -1.5% |
| 6M | +4.4% | +12.0% | -7.6% | -7.4% |
| YTD | +15.8% | +15.3% | +0.4% | -0.4% |
| 1Y | +15.3% | +22.6% | -7.3% | -6.8% |
| 3Y | +39.4% | +74.7% | -35.3% | -21.4% |
| 5Y | +19.3% | +66.1% | -46.8% | -29.8% |
| 10Y | +76.5% | +225.0% | -148.5% | -48.0% |
| All | +245.0% | +374.2% | -129.2% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling