-45.1%
USAR vs VT
+11.9%
-57.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +2.2% |
| 7D | -0.8% | +2.4% | -3.1% | -8.7% |
| 30D | -20.9% | -1.5% | -19.4% | -15.7% |
| 3M | -56.2% | -4.1% | -52.0% | -47.5% |
| 6M | -67.9% | +0.6% | -68.5% | -66.3% |
| YTD | -31.4% | +11.0% | -42.5% | -48.4% |
| 1Y | -45.1% | +13.3% | -58.4% | -61.4% |
| All | -45.1% | +11.9% | -57.0% | -61.4% |
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