-87.4%
USNA price history and return analytics
+58.5%
-145.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | -8.2% | +2.9% | -11.0% | -10.3% |
| 30D | -17.7% | -2.5% | -15.1% | -16.1% |
| 3M | -6.0% | -3.3% | -2.7% | -3.5% |
| 6M | -26.7% | +1.5% | -28.2% | -27.7% |
| YTD | -35.2% | +11.4% | -46.5% | -40.6% |
| 1Y | -34.3% | +11.9% | -46.2% | -40.1% |
| 3Y | -71.9% | +73.9% | -145.8% | -81.0% |
| 5Y | -87.4% | +57.9% | -145.3% | -91.5% |
| All | -87.4% | +58.5% | -145.9% | -91.5% |
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