-99.3%
USAU vs VT
+356.5%
-455.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | -6.2% | +2.4% | -8.5% | -7.7% |
| 30D | -11.0% | -1.5% | -9.5% | -9.6% |
| 3M | -29.4% | -4.1% | -25.3% | -26.8% |
| 6M | -40.0% | +0.6% | -40.6% | -39.5% |
| YTD | -45.2% | +11.0% | -56.3% | -48.0% |
| 1Y | -29.9% | +13.3% | -43.3% | -34.2% |
| 3Y | +244.0% | +73.4% | +170.6% | +145.9% |
| 5Y | +1.8% | +57.4% | -55.6% | -22.5% |
| 10Y | -72.3% | +221.7% | -294.0% | -86.2% |
| All | -99.3% | +356.5% | -455.9% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling