-49.8%
USAR vs VCIT
-0.8%
-49.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.6% | -6.5% | -9.5% |
| 7D | -21.8% | +0.4% | -22.2% | -23.9% |
| 30D | -39.9% | +2.2% | -42.1% | -47.9% |
| 3M | -52.5% | -1.8% | -50.7% | -45.6% |
| 6M | -67.9% | -1.6% | -66.3% | -63.2% |
| YTD | -31.1% | -1.7% | -29.4% | -21.6% |
| 1Y | -49.8% | -0.8% | -49.0% | -45.3% |
| All | -49.8% | -0.8% | -49.1% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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