-32.8%
UST price history and return analytics
+57.4%
-90.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.3% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +6.1% | -2.6% | +8.7% | +6.4% |
| 3M | -1.8% | -3.2% | +1.4% | -1.5% |
| 6M | -4.4% | +0.9% | -5.4% | -4.6% |
| YTD | -5.7% | +11.3% | -17.0% | -6.6% |
| 1Y | -6.2% | +14.0% | -20.2% | -7.2% |
| 3Y | +9.6% | +75.8% | -66.3% | +3.2% |
| 5Y | -32.8% | +57.8% | -90.7% | -39.4% |
| All | -32.8% | +57.4% | -90.2% | -39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling