+74.9%
USAR vs VRSN
+37.4%
+37.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.5% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +2.6% | -0.2% | +2.8% | +2.6% |
| 3M | -35.0% | -0.3% | -34.7% | -34.1% |
| 6M | -6.9% | +23.0% | -29.9% | -4.3% |
| YTD | +48.0% | +21.3% | +26.6% | +52.7% |
| 1Y | +24.8% | +6.7% | +18.1% | +29.5% |
| 3Y | +73.2% | +45.0% | +28.3% | +69.8% |
| All | +74.9% | +37.4% | +37.5% | +71.5% |
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