-51.1%
USAS price history and return analytics
+222.7%
-273.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -5.0% |
| 7D | -5.4% | +2.9% | -8.3% | -8.4% |
| 30D | -30.6% | -2.5% | -28.1% | -27.9% |
| 3M | -46.2% | -3.3% | -42.9% | -43.3% |
| 6M | -62.3% | +1.5% | -63.9% | -61.7% |
| YTD | -45.4% | +11.4% | -56.8% | -48.5% |
| 1Y | -37.2% | +11.9% | -49.1% | -40.7% |
| 3Y | +365.0% | +73.9% | +291.1% | +201.0% |
| 5Y | +2.4% | +57.9% | -55.5% | -29.1% |
| All | -51.1% | +222.7% | -273.7% | -83.3% |
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