+123.4%
VRT vs USAR
+27.9%
+95.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.8% | +4.4% |
| 7D | +9.1% | -2.1% | +11.2% | +9.5% |
| 30D | +0.9% | +2.6% | -1.7% | 0.0% |
| 3M | -13.4% | -35.0% | +21.6% | -7.8% |
| 6M | +11.7% | -6.9% | +18.6% | +11.6% |
| YTD | +73.2% | +48.0% | +25.3% | +63.2% |
| 1Y | +123.4% | +24.8% | +98.6% | +138.5% |
| All | +123.4% | +27.9% | +95.5% | +138.5% |
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