-3.8%
USAS price history and return analytics
+57.0%
-60.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.3% | -10.1% | -9.9% |
| 7D | -19.1% | +2.4% | -21.4% | -22.0% |
| 30D | -32.4% | -1.5% | -30.9% | -30.1% |
| 3M | -50.5% | -4.1% | -46.4% | -46.0% |
| 6M | -65.5% | +0.6% | -66.1% | -64.3% |
| YTD | -51.1% | +11.0% | -62.1% | -54.8% |
| 1Y | -38.6% | +13.3% | -51.9% | -44.6% |
| 3Y | +376.2% | +73.4% | +302.8% | +168.0% |
| All | -3.8% | +57.0% | -60.9% | -47.2% |
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