-49.8%
USAR vs VLTO
+18.3%
-68.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.6% | -6.5% | -5.5% |
| 7D | -21.8% | +13.8% | -35.6% | -15.6% |
| 30D | -39.9% | +21.2% | -61.1% | -33.3% |
| 3M | -52.5% | +21.5% | -74.0% | -47.2% |
| 6M | -67.9% | +33.0% | -100.9% | -62.3% |
| YTD | -31.1% | +17.8% | -48.9% | -20.2% |
| 1Y | -49.8% | +18.1% | -67.9% | -41.4% |
| All | -49.8% | +18.3% | -68.1% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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