-18.3%
USAR vs VT
+63.3%
-81.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.2% | +10.6% | +10.6% |
| 7D | -14.5% | -2.3% | -12.2% | -11.9% |
| 30D | -37.8% | -5.0% | -32.9% | -33.5% |
| 3M | -52.8% | -4.9% | -47.9% | -49.2% |
| 6M | -71.2% | -1.5% | -69.7% | -69.6% |
| YTD | -30.9% | +8.5% | -39.4% | -30.3% |
| 1Y | -48.0% | +11.4% | -59.4% | -47.7% |
| 3Y | -19.7% | +70.1% | -89.8% | -13.6% |
| All | -18.3% | +63.3% | -81.6% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling