+557.8%
USAC price history and return analytics
+304.9%
+252.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.8% |
| 7D | -2.0% | -2.3% | +0.3% | +0.2% |
| 30D | -0.1% | -5.0% | +4.9% | +5.2% |
| 3M | -2.2% | -4.9% | +2.7% | +2.7% |
| 6M | -3.6% | -1.5% | -2.1% | -3.2% |
| YTD | +17.8% | +8.5% | +9.3% | +5.4% |
| 1Y | +12.3% | +11.4% | +0.9% | -2.6% |
| 3Y | +23.5% | +70.1% | -46.6% | -34.5% |
| 5Y | +147.9% | +53.7% | +94.1% | +45.5% |
| 10Y | +340.1% | +220.0% | +120.2% | +8.7% |
| All | +557.8% | +304.9% | +252.9% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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