+34.3%
USAS price history and return analytics
+57.4%
-23.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | +2.1% |
| 7D | +14.2% | +0.4% | +13.9% | +13.9% |
| 30D | -24.5% | -2.6% | -21.9% | -20.5% |
| 3M | -34.3% | -3.2% | -31.1% | -29.5% |
| 6M | -50.4% | +0.9% | -51.3% | -49.0% |
| YTD | -35.6% | +11.3% | -46.9% | -40.8% |
| 1Y | -15.4% | +14.0% | -29.4% | -24.1% |
| 3Y | +448.3% | +75.8% | +372.5% | +204.8% |
| 5Y | +34.3% | +57.8% | -23.5% | -26.6% |
| All | +34.3% | +57.4% | -23.1% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling