-53.5%
USAR vs VO
+15.0%
-68.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | -0.2% |
| 7D | +0.8% | +0.2% | +0.6% | +0.5% |
| 30D | -30.1% | +2.0% | -32.1% | -34.6% |
| 3M | -56.3% | -0.3% | -56.0% | -55.0% |
| 6M | -68.6% | +7.3% | -75.9% | -75.0% |
| YTD | -30.5% | +15.0% | -45.5% | -57.1% |
| 1Y | -53.5% | +14.7% | -68.2% | -70.3% |
| All | -53.5% | +15.0% | -68.5% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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