+181.6%
USXF price history and return analytics
+138.4%
+43.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.5% |
| 7D | -1.6% | -2.0% | +0.4% | +0.7% |
| 30D | -3.2% | -1.4% | -1.8% | -1.6% |
| 3M | +3.1% | +4.7% | -1.6% | -2.0% |
| 6M | +16.7% | +11.4% | +5.3% | +3.7% |
| YTD | +16.6% | +13.1% | +3.6% | +1.9% |
| 1Y | +19.0% | +19.0% | 0.0% | -1.7% |
| 3Y | +89.7% | +73.9% | +15.7% | +4.4% |
| 5Y | +88.1% | +65.4% | +22.7% | +9.2% |
| All | +181.6% | +138.4% | +43.1% | +24.3% |
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