+99.9%
VLO vs USAR
-55.1%
+155.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.6% | +7.9% | -1.8% |
| 7D | -9.5% | -9.1% | -0.5% | -9.6% |
| 30D | -19.1% | -36.9% | +17.8% | -19.5% |
| 3M | +11.4% | -58.4% | +69.8% | +10.8% |
| 6M | +46.7% | -70.6% | +117.4% | +46.5% |
| YTD | +118.6% | -33.4% | +152.1% | +108.1% |
| 1Y | +99.9% | -54.0% | +153.9% | +92.4% |
| All | +99.9% | -55.1% | +155.0% | +92.4% |
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