+376.7%
URA vs VO
+192.5%
+184.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.7% |
| 7D | +8.1% | +0.6% | +7.5% | +7.4% |
| 30D | +5.8% | -1.1% | +6.8% | +7.1% |
| 3M | +3.4% | +4.5% | -1.1% | -0.8% |
| 6M | -2.6% | +11.1% | -13.7% | -11.5% |
| YTD | +11.2% | +13.5% | -2.4% | -0.7% |
| 1Y | +19.8% | +14.5% | +5.3% | +6.4% |
| 3Y | +121.5% | +58.1% | +63.4% | +44.1% |
| 5Y | +134.5% | +43.3% | +91.2% | +70.2% |
| 10Y | +376.7% | +193.2% | +183.5% | +93.3% |
| All | +376.7% | +192.5% | +184.2% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling