+75.4%
USAR vs VO
+52.7%
+22.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | +2.3% | +0.6% | +1.7% | +1.8% |
| 30D | -8.6% | -1.1% | -7.6% | -7.7% |
| 3M | -20.5% | +4.5% | -25.0% | -22.7% |
| 6M | +1.2% | +11.1% | -9.9% | -4.1% |
| YTD | +48.4% | +13.5% | +34.9% | +40.2% |
| 1Y | +30.6% | +14.5% | +16.1% | +23.4% |
| 3Y | +73.6% | +58.1% | +15.5% | +69.2% |
| All | +75.4% | +52.7% | +22.7% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling