+5.2%
VUG vs USAR
-49.3%
+54.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +2.0% |
| 7D | -3.0% | -21.8% | +18.7% | -1.1% |
| 30D | -6.4% | -39.9% | +33.5% | -2.7% |
| 3M | -3.2% | -52.5% | +49.3% | +2.3% |
| 6M | +3.1% | -67.9% | +71.1% | +11.2% |
| YTD | +6.3% | -31.1% | +37.4% | +9.6% |
| 1Y | +5.2% | -49.8% | +55.0% | +10.1% |
| All | +5.2% | -49.3% | +54.5% | +10.1% |
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