+59.6%
USSE price history and return analytics
+70.1%
-10.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.2% |
| 7D | +0.2% | -0.7% | +0.9% | +1.0% |
| 30D | -5.0% | -1.7% | -3.3% | -3.2% |
| 3M | -3.8% | -2.3% | -1.5% | -1.4% |
| 6M | +4.4% | +1.5% | +2.9% | +3.0% |
| YTD | +19.1% | +12.0% | +7.0% | +6.3% |
| 1Y | +19.1% | +12.9% | +6.2% | +5.5% |
| 3Y | +61.3% | +74.9% | -13.6% | -3.8% |
| All | +59.6% | +70.1% | -10.6% | -3.0% |
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 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