-45.1%
USAR vs VG
+63.8%
-108.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.1% |
| 7D | -0.8% | +14.0% | -14.8% | -0.5% |
| 30D | -20.9% | -1.0% | -20.0% | -20.8% |
| 3M | -56.2% | -2.7% | -53.5% | -56.1% |
| 6M | -67.9% | +1.5% | -69.4% | -67.9% |
| YTD | -31.4% | +93.7% | -125.1% | -56.3% |
| 1Y | -45.1% | +68.5% | -113.6% | -57.9% |
| All | -45.1% | +63.8% | -108.8% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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