+54.5%
USAR vs VEU
+68.2%
-13.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -4.2% |
| 7D | -11.6% | -1.4% | -10.2% | -10.1% |
| 30D | -15.5% | -0.4% | -15.1% | -14.8% |
| 3M | -31.0% | +2.5% | -33.6% | -32.0% |
| 6M | -26.2% | +11.1% | -37.4% | -30.2% |
| YTD | +30.8% | +16.5% | +14.2% | +22.2% |
| 1Y | +7.1% | +22.9% | -15.8% | -0.8% |
| 3Y | +53.0% | +73.4% | -20.4% | +51.4% |
| All | +54.5% | +68.2% | -13.7% | +52.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling