-91.7%
USAS price history and return analytics
+363.9%
-455.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.7% | +11.9% | +12.2% |
| 7D | -3.8% | -0.3% | -3.4% | -3.3% |
| 30D | -30.5% | -1.4% | -29.0% | -29.3% |
| 3M | -29.8% | -1.4% | -28.4% | -28.4% |
| 6M | -47.4% | +5.5% | -52.8% | -48.3% |
| YTD | -39.7% | +12.8% | -52.6% | -42.8% |
| 1Y | -14.2% | +15.4% | -29.6% | -19.6% |
| 3Y | +373.8% | +76.9% | +297.0% | +235.9% |
| 5Y | +38.4% | +60.4% | -22.0% | +4.8% |
| 10Y | -55.4% | +232.8% | -288.1% | -78.7% |
| All | -91.7% | +363.9% | -455.6% | -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