+74.9%
USAR vs VT
+73.6%
+1.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -2.1% | +0.4% | -2.6% | -2.6% |
| 30D | +2.6% | +1.0% | +1.6% | +1.9% |
| 3M | -35.0% | +2.4% | -37.4% | -35.7% |
| 6M | -6.9% | +12.0% | -18.9% | -12.9% |
| YTD | +48.0% | +15.3% | +32.6% | +37.7% |
| 1Y | +24.8% | +22.6% | +2.2% | +15.8% |
| 3Y | +73.2% | +74.7% | -1.4% | +71.8% |
| All | +74.9% | +73.6% | +1.3% | +73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling