-21.4%
USAR vs VCIT
+16.5%
-37.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.7% | -8.9% | -8.7% |
| 7D | -9.1% | +0.1% | -9.2% | -9.2% |
| 30D | -36.9% | +1.1% | -38.1% | -37.8% |
| 3M | -58.4% | -1.4% | -57.0% | -57.6% |
| 6M | -70.6% | -2.3% | -68.3% | -69.8% |
| YTD | -33.4% | -1.8% | -31.6% | -31.7% |
| 1Y | -54.0% | -1.0% | -53.0% | -52.8% |
| 3Y | -22.7% | +19.3% | -41.9% | -21.6% |
| All | -21.4% | +16.5% | -37.9% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling