+73.6%
USAR vs VRSN
+38.4%
+35.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | -0.3% |
| 7D | +2.3% | -2.1% | +4.5% | +2.0% |
| 30D | -8.6% | -3.9% | -4.7% | -9.2% |
| 3M | -20.5% | -0.1% | -20.4% | -19.6% |
| 6M | +1.2% | +16.4% | -15.2% | +3.4% |
| YTD | +48.4% | +17.2% | +31.2% | +52.4% |
| 1Y | +30.6% | +1.0% | +29.6% | +34.9% |
| 3Y | +73.6% | +39.1% | +34.5% | +68.8% |
| All | +73.6% | +38.4% | +35.3% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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