-85.6%
USAS price history and return analytics
+374.2%
-459.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -1.5% | +0.4% | -1.9% | -1.8% |
| 30D | +11.4% | +1.0% | +10.5% | +10.8% |
| 3M | -7.9% | +2.4% | -10.3% | -8.4% |
| 6M | -43.5% | +12.0% | -55.5% | -46.9% |
| YTD | +4.9% | +15.3% | -10.4% | -2.9% |
| 1Y | +100.0% | +22.6% | +77.4% | +78.2% |
| 3Y | +436.0% | +74.7% | +361.3% | +279.4% |
| 5Y | +100.4% | +66.1% | +34.2% | +46.8% |
| 10Y | -38.4% | +225.0% | -263.4% | -70.4% |
| All | -85.6% | +374.2% | -459.8% | -95.6% |
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 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