-52.3%
USAR vs VT
+11.9%
-64.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -0.1% |
| 7D | +8.8% | +2.9% | +5.9% | -1.9% |
| 30D | -28.5% | -2.5% | -25.9% | -20.3% |
| 3M | -56.2% | -3.3% | -52.8% | -49.0% |
| 6M | -68.4% | +1.5% | -69.9% | -68.1% |
| YTD | -32.2% | +11.4% | -43.5% | -50.5% |
| 1Y | -52.3% | +11.9% | -64.2% | -65.3% |
| All | -52.3% | +11.9% | -64.2% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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