+13.8%
VRT vs USAR
-49.3%
+63.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -5.9% | -7.0% | -11.3% |
| 7D | -15.4% | -21.8% | +6.4% | -9.7% |
| 30D | -19.0% | -39.9% | +21.0% | -7.9% |
| 3M | -23.8% | -52.5% | +28.7% | -9.0% |
| 6M | -37.9% | -67.9% | +30.1% | -19.6% |
| YTD | +27.0% | -31.1% | +58.1% | +35.0% |
| 1Y | +13.8% | -49.8% | +63.6% | +27.8% |
| All | +13.8% | -49.3% | +63.1% | +27.8% |
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