-19.9%
USAR vs VEU
+60.3%
-80.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.2% |
| 7D | +8.8% | +2.4% | +6.4% | +5.9% |
| 30D | -28.5% | -2.0% | -26.5% | -26.0% |
| 3M | -56.2% | -5.1% | -51.0% | -52.6% |
| 6M | -68.4% | -0.7% | -67.7% | -66.6% |
| YTD | -32.2% | +11.0% | -43.2% | -32.0% |
| 1Y | -52.3% | +12.4% | -64.7% | -52.3% |
| 3Y | -21.2% | +69.8% | -91.0% | -16.3% |
| All | -19.9% | +60.3% | -80.1% | -14.9% |
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 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