+59.3%
USAR vs VTV
+67.2%
-7.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.3% | -5.5% |
| 7D | -9.3% | -2.1% | -7.3% | -8.0% |
| 30D | -15.2% | -1.3% | -13.9% | -14.3% |
| 3M | -21.1% | +5.6% | -26.7% | -23.6% |
| 6M | -21.6% | +12.4% | -34.0% | -25.9% |
| YTD | +34.8% | +17.6% | +17.1% | +26.6% |
| 1Y | +15.6% | +23.5% | -7.9% | +8.6% |
| 3Y | +57.7% | +67.0% | -9.3% | +54.9% |
| All | +59.3% | +67.2% | -7.9% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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