+7.1%
USAR vs VEU
+23.8%
-16.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -5.9% |
| 7D | -11.6% | -1.4% | -10.2% | -7.9% |
| 30D | -15.5% | -0.4% | -15.1% | -14.1% |
| 3M | -31.0% | +2.5% | -33.6% | -34.3% |
| 6M | -26.2% | +11.1% | -37.4% | -39.2% |
| YTD | +30.8% | +16.5% | +14.2% | -8.5% |
| 1Y | +7.1% | +22.9% | -15.8% | -28.4% |
| All | +7.1% | +23.8% | -16.7% | -28.4% |
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 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