-21.2%
USAR vs VEU
+70.3%
-91.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.2% |
| 7D | +8.8% | +2.4% | +6.4% | +5.7% |
| 30D | -28.5% | -2.0% | -26.5% | -25.8% |
| 3M | -56.2% | -5.1% | -51.0% | -52.3% |
| 6M | -68.4% | -0.7% | -67.7% | -66.5% |
| YTD | -32.2% | +11.0% | -43.2% | -32.1% |
| 1Y | -52.3% | +12.4% | -64.7% | -52.4% |
| All | -21.2% | +70.3% | -91.5% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling