+21.0%
VRT vs USAR
-54.5%
+75.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.2% |
| 7D | +18.6% | +8.8% | +9.9% | +15.8% |
| 30D | -11.7% | -28.5% | +16.8% | -3.6% |
| 3M | -27.3% | -56.2% | +28.9% | -10.7% |
| 6M | -42.9% | -68.4% | +25.5% | -25.5% |
| YTD | +29.5% | -32.2% | +61.7% | +38.4% |
| 1Y | +21.0% | -52.3% | +73.4% | +37.3% |
| All | +21.0% | -54.5% | +75.5% | +37.3% |
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