+19.5%
URA vs VCLT
-0.4%
+19.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.6% |
| 7D | +1.1% | -0.5% | +1.6% | +2.2% |
| 30D | +7.4% | -0.9% | +8.2% | +9.5% |
| 3M | -8.4% | -3.2% | -5.1% | -1.9% |
| 6M | -12.7% | -3.8% | -8.9% | -6.7% |
| YTD | +7.8% | -2.0% | +9.8% | +12.6% |
| 1Y | +19.5% | -0.8% | +20.3% | +21.5% |
| All | +19.5% | -0.4% | +19.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling