+72.2%
VTI vs USAR
-19.4%
+91.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | +2.5% | -0.8% | +3.3% | +2.5% |
| 30D | -1.5% | -20.9% | +19.4% | -1.2% |
| 3M | -3.2% | -56.2% | +53.0% | -1.9% |
| 6M | +2.3% | -67.9% | +70.2% | +4.0% |
| YTD | +11.6% | -31.4% | +43.1% | +12.8% |
| 1Y | +13.8% | -45.1% | +58.8% | +15.1% |
| 3Y | +77.4% | -20.3% | +97.7% | +80.9% |
| All | +72.2% | -19.4% | +91.5% | +76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling