+142.8%
USVM price history and return analytics
+161.1%
-18.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +2.3% | +2.9% | -0.5% | -0.7% |
| 30D | +2.0% | -2.5% | +4.5% | +4.7% |
| 3M | -3.9% | -3.3% | -0.6% | -0.6% |
| 6M | +4.8% | +1.5% | +3.3% | +2.7% |
| YTD | +18.1% | +11.4% | +6.8% | +4.6% |
| 1Y | +20.0% | +11.9% | +8.1% | +5.7% |
| 3Y | +77.1% | +73.9% | +3.2% | -2.4% |
| 5Y | +50.5% | +57.9% | -7.4% | -7.9% |
| All | +142.8% | +161.1% | -18.3% | -14.3% |
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