+7.1%
USAR vs VYM
+18.4%
-11.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -5.5% |
| 7D | -11.6% | -0.8% | -10.8% | -8.9% |
| 30D | -15.5% | -2.2% | -13.2% | -7.7% |
| 3M | -31.0% | +3.1% | -34.1% | -38.7% |
| 6M | -26.2% | +9.7% | -35.9% | -46.1% |
| YTD | +30.8% | +14.9% | +15.9% | -19.0% |
| 1Y | +7.1% | +17.6% | -10.5% | -41.5% |
| All | +7.1% | +18.4% | -11.4% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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