+27.3%
V vs USAR
-55.1%
+82.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.6% | +9.8% | 0.0% |
| 7D | +0.6% | -9.1% | +9.7% | +0.4% |
| 30D | +9.7% | -36.9% | +46.7% | +8.8% |
| 3M | +17.3% | -58.4% | +75.7% | +15.4% |
| 6M | +33.2% | -70.6% | +103.8% | +31.0% |
| YTD | +21.3% | -33.4% | +54.8% | +16.0% |
| 1Y | +27.3% | -54.0% | +81.4% | +23.2% |
| All | +27.3% | -55.1% | +82.5% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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