+59.3%
USAR vs VEU
+66.5%
-7.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.3% | -4.7% | -4.5% |
| 7D | -9.3% | -1.9% | -7.4% | -7.2% |
| 30D | -15.2% | -0.7% | -14.4% | -14.1% |
| 3M | -21.1% | +4.9% | -26.0% | -23.5% |
| 6M | -21.6% | +9.8% | -31.4% | -24.8% |
| YTD | +34.8% | +15.3% | +19.5% | +27.6% |
| 1Y | +15.6% | +23.0% | -7.4% | +8.4% |
| 3Y | +57.7% | +73.5% | -15.8% | +58.0% |
| All | +59.3% | +66.5% | -7.2% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling