+45.4%
UST price history and return analytics
+419.6%
-374.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.2% |
| 7D | +0.8% | -2.3% | +3.1% | +0.4% |
| 30D | +6.5% | -5.0% | +11.4% | +5.5% |
| 3M | -1.4% | -4.9% | +3.5% | -2.2% |
| 6M | -4.6% | -1.5% | -3.0% | -4.8% |
| YTD | -5.6% | +8.5% | -14.1% | -4.1% |
| 1Y | -6.1% | +11.4% | -17.5% | -4.1% |
| 3Y | +9.5% | +70.1% | -60.6% | +22.3% |
| 5Y | -32.8% | +53.7% | -86.5% | -27.0% |
| 10Y | -21.8% | +220.0% | -241.8% | +8.8% |
| All | +45.4% | +419.6% | -374.1% | +149.2% |
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 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