-74.7%
USNA price history and return analytics
+72.7%
-147.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.0% |
| 7D | +2.8% | -2.0% | +4.8% | +5.0% |
| 30D | +7.8% | -1.4% | +9.2% | +9.4% |
| 3M | -22.6% | +4.7% | -27.4% | -26.4% |
| 6M | -16.8% | +11.4% | -28.2% | -25.9% |
| YTD | -24.5% | +13.1% | -37.5% | -33.9% |
| 1Y | -50.8% | +19.0% | -69.8% | -59.0% |
| All | -74.7% | +72.7% | -147.4% | -87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling