+59.3%
USAR vs VSXY
+284.8%
-225.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.1% | -2.9% | -5.8% |
| 7D | -9.3% | -0.3% | -9.0% | -9.3% |
| 30D | -15.2% | -22.1% | +6.9% | -13.9% |
| 3M | -21.1% | -1.1% | -20.0% | -21.1% |
| 6M | -21.6% | +53.8% | -75.4% | -23.6% |
| YTD | +34.8% | +35.5% | -0.7% | +31.2% |
| 1Y | +15.6% | +186.0% | -170.4% | +11.9% |
| 3Y | +57.7% | +343.2% | -285.5% | +51.5% |
| All | +59.3% | +284.8% | -225.6% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 5y: compounded portfolio wealth divided by compounded VSXY 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…
5y analysis · Full analysis span regression · 6 months rolling