+75.4%
USAR price history and return analytics
+72.7%
+2.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | +2.3% | +1.0% | +1.3% | +1.2% |
| 30D | -8.6% | -0.2% | -8.4% | -8.2% |
| 3M | -20.5% | +4.5% | -25.0% | -23.0% |
| 6M | +1.2% | +14.1% | -12.9% | -5.6% |
| YTD | +48.4% | +14.8% | +33.6% | +38.8% |
| 1Y | +30.6% | +21.2% | +9.4% | +21.8% |
| 3Y | +73.6% | +76.6% | -2.9% | +73.2% |
| All | +75.4% | +72.7% | +2.7% | +74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling