-58.1%
USAS price history and return analytics
+217.6%
-275.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.5% | -7.7% | -7.6% |
| 7D | +11.4% | -0.1% | +11.6% | +12.0% |
| 30D | -30.7% | -3.1% | -27.7% | -27.6% |
| 3M | -41.1% | -3.5% | -37.6% | -37.8% |
| 6M | -54.4% | +0.5% | -54.9% | -53.2% |
| YTD | -40.9% | +10.8% | -51.7% | -43.9% |
| 1Y | -29.3% | +11.9% | -41.2% | -33.2% |
| 3Y | +403.3% | +73.0% | +330.4% | +227.2% |
| 5Y | +15.0% | +58.6% | -43.6% | -20.6% |
| 10Y | -58.1% | +219.2% | -277.2% | -87.5% |
| All | -58.1% | +217.6% | -275.7% | -87.5% |
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