-49.8%
USAR vs VEU
+17.0%
-66.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.0% | -7.8% | -11.7% |
| 7D | -21.8% | +0.2% | -22.0% | -22.5% |
| 30D | -39.9% | -2.1% | -37.8% | -35.6% |
| 3M | -52.5% | -2.7% | -49.8% | -47.7% |
| 6M | -67.9% | +3.2% | -71.1% | -68.5% |
| YTD | -31.1% | +12.6% | -43.7% | -53.1% |
| 1Y | -49.8% | +17.1% | -66.9% | -70.0% |
| All | -49.8% | +17.0% | -66.8% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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