+40.5%
URA vs VLTO
+54.1%
-13.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.2% |
| 7D | -13.3% | +12.0% | -25.3% | -14.1% |
| 30D | -25.9% | +20.8% | -46.7% | -27.3% |
| 3M | -27.8% | +20.1% | -47.9% | -29.1% |
| 6M | -42.8% | +32.6% | -75.5% | -44.8% |
| YTD | -27.5% | +17.3% | -44.8% | -28.4% |
| 1Y | -35.1% | +17.3% | -52.4% | -36.0% |
| 3Y | +31.1% | +66.9% | -35.8% | +21.6% |
| All | +40.5% | +54.1% | -13.6% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 all: compounded portfolio wealth divided by compounded VLTO 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…
all analysis · Full analysis span regression · 6 months rolling