-49.8%
USAR vs VTRS
+90.6%
-140.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.6% | -7.4% | -6.5% |
| 7D | -21.8% | +2.4% | -24.2% | -22.4% |
| 30D | -39.9% | +9.1% | -49.0% | -41.7% |
| 3M | -52.5% | +9.4% | -61.9% | -54.3% |
| 6M | -67.9% | +28.3% | -96.3% | -71.6% |
| YTD | -31.1% | +58.0% | -89.1% | -41.8% |
| 1Y | -49.8% | +89.7% | -139.5% | -63.0% |
| All | -49.8% | +90.6% | -140.5% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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