-14.5%
USAR vs VO
+65.0%
-79.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.7% | +3.8% | +3.7% |
| 7D | -1.1% | -0.1% | -0.9% | -0.7% |
| 30D | -30.3% | +0.5% | -30.8% | -30.2% |
| 3M | -54.7% | -1.0% | -53.7% | -53.9% |
| 6M | -67.5% | +6.4% | -73.9% | -68.5% |
| YTD | -26.4% | +13.6% | -40.0% | -30.4% |
| 1Y | -49.5% | +14.5% | -64.0% | -52.3% |
| 3Y | -14.5% | +67.2% | -81.7% | -16.1% |
| All | -14.5% | +65.0% | -79.4% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling