+75.4%
USAR vs VEU
+70.0%
+5.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.8% |
| 7D | +2.3% | +1.7% | +0.7% | +0.3% |
| 30D | -8.6% | +1.0% | -9.6% | -9.5% |
| 3M | -20.5% | +5.6% | -26.1% | -23.9% |
| 6M | +1.2% | +13.7% | -12.5% | -5.9% |
| YTD | +48.4% | +17.7% | +30.7% | +36.9% |
| 1Y | +30.6% | +25.8% | +4.9% | +19.4% |
| 3Y | +73.6% | +77.1% | -3.5% | +69.6% |
| All | +75.4% | +70.0% | +5.4% | +71.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling