+142.9%
USVM price history and return analytics
+160.3%
-17.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.4% |
| 7D | +2.3% | +2.4% | 0.0% | -0.1% |
| 30D | +3.1% | -1.5% | +4.6% | +4.7% |
| 3M | -4.2% | -4.1% | -0.1% | 0.0% |
| 6M | +5.1% | +0.6% | +4.6% | +4.0% |
| YTD | +18.2% | +11.0% | +7.1% | +4.9% |
| 1Y | +21.9% | +13.3% | +8.6% | +5.9% |
| 3Y | +77.2% | +73.4% | +3.8% | -2.1% |
| 5Y | +50.6% | +57.4% | -6.9% | -7.5% |
| All | +142.9% | +160.3% | -17.4% | -14.0% |
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