-92.1%
USAS price history and return analytics
+345.0%
-437.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | -0.8% |
| 7D | -3.9% | -4.2% | +0.3% | -0.2% |
| 30D | -34.0% | -5.8% | -28.2% | -30.3% |
| 3M | -38.7% | -5.2% | -33.4% | -35.3% |
| 6M | -46.8% | +0.1% | -46.9% | -45.4% |
| YTD | -42.3% | +8.2% | -50.5% | -43.3% |
| 1Y | -20.5% | +10.1% | -30.6% | -22.5% |
| 3Y | +353.8% | +69.7% | +284.2% | +233.0% |
| 5Y | +28.3% | +53.4% | -25.1% | +0.7% |
| 10Y | -57.2% | +219.2% | -276.5% | -78.8% |
| All | -92.1% | +345.0% | -437.1% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling