-19.0%
USAR vs VRSN
+47.2%
-66.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -0.8% | +1.4% | -2.2% | -0.5% |
| 30D | -20.9% | +3.9% | -24.8% | -20.4% |
| 3M | -56.2% | +9.3% | -65.5% | -55.5% |
| 6M | -67.9% | +6.7% | -74.6% | -67.0% |
| YTD | -31.4% | +30.0% | -61.5% | -28.4% |
| 1Y | -45.1% | +26.0% | -71.1% | -42.5% |
| 3Y | -20.3% | +53.1% | -73.4% | -21.0% |
| All | -19.0% | +47.2% | -66.2% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling