-49.2%
USAR vs ROIV
+101.7%
-150.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.6% | +1.9% | +3.6% |
| 7D | -1.1% | +13.3% | -14.4% | -8.4% |
| 30D | -30.3% | +14.8% | -45.0% | -35.7% |
| 3M | -54.7% | +11.9% | -66.6% | -58.3% |
| 6M | -67.5% | +42.4% | -109.9% | -75.0% |
| YTD | -26.4% | +87.4% | -113.8% | -50.8% |
| All | -49.2% | +101.7% | -150.9% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling