+143.7%
USVM price history and return analytics
+161.0%
-17.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.1% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | +2.8% | -2.6% | +5.4% | +5.6% |
| 3M | -3.3% | -3.2% | 0.0% | 0.0% |
| 6M | +3.6% | +0.9% | +2.6% | +2.1% |
| YTD | +18.6% | +11.3% | +7.2% | +5.0% |
| 1Y | +21.9% | +14.0% | +7.9% | +5.2% |
| 3Y | +80.2% | +75.8% | +4.3% | -1.9% |
| 5Y | +50.6% | +57.8% | -7.3% | -7.8% |
| All | +143.7% | +161.0% | -17.3% | -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 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