+109.6%
VRT vs USAR
+25.8%
+83.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.4% | -6.2% | -8.9% |
| 7D | +2.4% | -4.4% | +6.8% | +3.4% |
| 30D | -2.7% | -10.4% | +7.7% | -0.8% |
| 3M | -9.2% | -18.4% | +9.2% | -6.3% |
| 6M | -0.5% | -8.8% | +8.3% | 0.0% |
| YTD | +62.3% | +43.4% | +19.0% | +54.3% |
| 1Y | +109.6% | +21.0% | +88.6% | +135.8% |
| All | +109.6% | +25.8% | +83.8% | +135.8% |
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