-84.4%
USNA price history and return analytics
+65.7%
-150.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.6% |
| 7D | +0.4% | -1.1% | +1.5% | +1.3% |
| 30D | +10.9% | -1.0% | +11.9% | +11.8% |
| 3M | -24.4% | +3.2% | -27.6% | -26.3% |
| 6M | -14.7% | +12.5% | -27.2% | -22.4% |
| YTD | -23.5% | +14.1% | -37.5% | -31.2% |
| 1Y | -51.3% | +18.9% | -70.2% | -57.4% |
| 3Y | -74.4% | +74.1% | -148.4% | -82.7% |
| All | -84.4% | +65.7% | -150.1% | -89.6% |
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 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