-49.8%
USAR vs VSH
+62.1%
-111.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.1% | -0.8% | -2.5% |
| 7D | -21.8% | -13.6% | -8.1% | -13.9% |
| 30D | -39.9% | -30.4% | -9.6% | -24.3% |
| 3M | -52.5% | -33.3% | -19.3% | -40.0% |
| 6M | -67.9% | -15.1% | -52.9% | -66.4% |
| YTD | -31.1% | +80.2% | -111.3% | -63.8% |
| 1Y | -49.8% | +63.4% | -113.2% | -71.5% |
| All | -49.8% | +62.1% | -111.9% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling