-19.1%
UST price history and return analytics
+221.8%
-240.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -3.9% | +2.4% | -6.3% | -3.8% |
| 30D | +1.2% | -1.5% | +2.7% | +1.1% |
| 3M | -5.8% | -4.1% | -1.7% | -6.1% |
| 6M | -6.9% | +0.6% | -7.5% | -6.8% |
| YTD | -9.4% | +11.0% | -20.4% | -8.5% |
| 1Y | -9.7% | +13.3% | -23.0% | -8.7% |
| 3Y | +5.3% | +73.4% | -68.1% | +11.2% |
| 5Y | -34.2% | +57.4% | -91.6% | -32.2% |
| All | -19.1% | +221.8% | -240.8% | -5.3% |
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