+49.8%
USAU price history and return analytics
+65.7%
-15.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.2% |
| 7D | -5.9% | -1.1% | -4.8% | -4.6% |
| 30D | -0.4% | -1.0% | +0.6% | +0.9% |
| 3M | -0.2% | +3.2% | -3.4% | -3.5% |
| 6M | -15.7% | +12.5% | -28.2% | -25.0% |
| YTD | -21.7% | +14.1% | -35.8% | -31.1% |
| 1Y | -0.1% | +18.9% | -19.0% | -15.5% |
| 3Y | +339.3% | +74.1% | +265.2% | +152.4% |
| All | +49.8% | +65.7% | -15.9% | -17.5% |
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