+16.1%
VEA vs USAR
-51.4%
+67.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +2.3% | -0.8% | +3.1% | +2.3% |
| 30D | +0.2% | -20.9% | +21.1% | +1.9% |
| 3M | -5.3% | -56.2% | +50.8% | +0.9% |
| 6M | -0.9% | -67.9% | +67.0% | +7.1% |
| YTD | +12.2% | -31.4% | +43.6% | +16.5% |
| 1Y | +16.1% | -45.1% | +61.1% | +20.8% |
| All | +16.1% | -51.4% | +67.5% | +20.8% |
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