+53.0%
USAR vs VTEB
+8.6%
+44.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.3% | -3.6% |
| 7D | -11.6% | -0.9% | -10.7% | -10.1% |
| 30D | -15.5% | -2.5% | -13.0% | -11.5% |
| 3M | -31.0% | -3.0% | -28.1% | -27.1% |
| 6M | -26.2% | -2.1% | -24.1% | -22.8% |
| YTD | +30.8% | -1.5% | +32.2% | +36.0% |
| 1Y | +7.1% | +0.2% | +6.9% | +10.1% |
| 3Y | +53.0% | +8.6% | +44.4% | +47.9% |
| All | +53.0% | +8.6% | +44.4% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling