-56.1%
USAS price history and return analytics
+223.7%
-279.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | +3.4% |
| 7D | +14.2% | +0.4% | +13.9% | +14.1% |
| 30D | -24.5% | -2.6% | -21.9% | -21.6% |
| 3M | -34.3% | -3.2% | -31.1% | -30.9% |
| 6M | -50.4% | +0.9% | -51.3% | -49.3% |
| YTD | -35.6% | +11.3% | -46.9% | -39.2% |
| 1Y | -15.4% | +14.0% | -29.4% | -21.6% |
| 3Y | +448.3% | +75.8% | +372.5% | +250.7% |
| 5Y | +34.3% | +57.8% | -23.5% | -7.2% |
| 10Y | -56.1% | +219.8% | -275.9% | -87.1% |
| All | -56.1% | +223.7% | -279.8% | -87.1% |
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