-49.8%
USAR vs VNQ
+14.0%
-63.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.2% | -9.0% | -6.2% |
| 7D | -21.8% | +6.8% | -28.6% | -22.7% |
| 30D | -39.9% | +10.0% | -49.9% | -41.4% |
| 3M | -52.5% | 0.0% | -52.5% | -52.6% |
| 6M | -67.9% | +4.5% | -72.4% | -69.6% |
| YTD | -31.1% | +13.9% | -45.0% | -45.3% |
| 1Y | -49.8% | +14.1% | -63.9% | -60.5% |
| All | -49.8% | +14.0% | -63.8% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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