+217.9%
USSG price history and return analytics
+161.5%
+56.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -1.6% | -1.1% | -0.5% | -0.5% |
| 30D | -1.7% | -1.0% | -0.7% | -0.7% |
| 3M | +4.1% | +3.2% | +0.9% | +0.8% |
| 6M | +14.3% | +12.5% | +1.8% | +1.1% |
| YTD | +12.4% | +14.1% | -1.6% | -2.1% |
| 1Y | +19.3% | +18.9% | +0.4% | -0.5% |
| 3Y | +75.8% | +74.1% | +1.7% | -1.0% |
| 5Y | +83.7% | +66.9% | +16.9% | +8.3% |
| All | +217.9% | +161.5% | +56.4% | +18.2% |
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