-49.8%
USAR vs VTR
+22.5%
-72.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.5% | -8.3% | -3.3% |
| 7D | -21.8% | +10.0% | -31.8% | -13.4% |
| 30D | -39.9% | +9.6% | -49.6% | -33.6% |
| 3M | -52.5% | -1.2% | -51.3% | -52.4% |
| 6M | -67.9% | +2.8% | -70.8% | -64.1% |
| YTD | -31.1% | +17.4% | -48.5% | -8.7% |
| 1Y | -49.8% | +22.0% | -71.8% | -41.0% |
| All | -49.8% | +22.5% | -72.3% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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