+144.0%
USVM price history and return analytics
+165.1%
-21.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.3% |
| 7D | -1.6% | -2.0% | +0.3% | +0.5% |
| 30D | -2.9% | -1.4% | -1.4% | -1.4% |
| 3M | +2.7% | +4.7% | -2.0% | -2.4% |
| 6M | +13.8% | +11.4% | +2.5% | +1.0% |
| YTD | +18.7% | +13.1% | +5.7% | +3.6% |
| 1Y | +22.3% | +19.0% | +3.2% | +0.9% |
| 3Y | +69.6% | +73.9% | -4.4% | -6.4% |
| 5Y | +64.8% | +65.4% | -0.6% | -3.8% |
| All | +144.0% | +165.1% | -21.0% | -15.1% |
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