-48.0%
USAR vs VLTO
+18.3%
-66.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.5% | +10.4% | +11.1% |
| 7D | -14.5% | +5.4% | -19.9% | -11.7% |
| 30D | -37.8% | +22.3% | -60.1% | -30.4% |
| 3M | -52.8% | +19.6% | -72.4% | -47.7% |
| 6M | -71.2% | +35.2% | -106.4% | -66.0% |
| YTD | -30.9% | +17.9% | -48.7% | -20.0% |
| 1Y | -48.0% | +19.5% | -67.5% | -39.7% |
| All | -48.0% | +18.3% | -66.3% | -39.7% |
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