+69.4%
USAR vs VSXY
+297.1%
-227.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -3.2% |
| 7D | -4.4% | -10.7% | +6.3% | -3.8% |
| 30D | -10.4% | -24.3% | +13.9% | -8.8% |
| 3M | -18.4% | +1.0% | -19.4% | -18.5% |
| 6M | -8.8% | +57.4% | -66.2% | -11.3% |
| YTD | +43.4% | +39.8% | +3.6% | +39.3% |
| 1Y | +21.0% | +196.5% | -175.5% | +16.8% |
| 3Y | +67.7% | +357.2% | -289.5% | +60.8% |
| All | +69.4% | +297.1% | -227.6% | +62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling