+23.0%
USAR vs VSH
+111.0%
-88.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.9% |
| 7D | -4.4% | +3.5% | -8.0% | -6.7% |
| 30D | -10.4% | -4.4% | -6.0% | -7.7% |
| 3M | -18.4% | -45.8% | +27.4% | +19.0% |
| 6M | -8.8% | +90.1% | -99.0% | -45.5% |
| YTD | +43.4% | +120.3% | -77.0% | -27.5% |
| All | +23.0% | +111.0% | -88.0% | -35.3% |
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