+34.3%
USTB price history and return analytics
+162.7%
-128.4%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | -0.2% | -0.7% | +0.5% | -0.2% |
| 30D | +0.4% | -1.7% | +2.2% | +0.5% |
| 3M | +0.2% | -2.3% | +2.5% | +0.3% |
| 6M | +1.0% | +1.5% | -0.5% | +0.9% |
| YTD | +2.0% | +12.0% | -10.0% | +1.6% |
| 1Y | +2.8% | +12.9% | -10.1% | +2.3% |
| 3Y | +18.3% | +74.9% | -56.7% | +16.0% |
| 5Y | +19.4% | +59.9% | -40.6% | +17.2% |
| All | +34.3% | +162.7% | -128.4% | +29.7% |
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