+124.9%
URA vs VO
+42.6%
+82.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +1.1% |
| 7D | +1.1% | -0.3% | +1.3% | +1.5% |
| 30D | +7.4% | -0.3% | +7.7% | +8.1% |
| 3M | -8.4% | +2.9% | -11.3% | -11.2% |
| 6M | -12.7% | +9.3% | -22.1% | -21.1% |
| YTD | +7.8% | +14.2% | -6.4% | -7.2% |
| 1Y | +19.5% | +15.3% | +4.2% | +1.8% |
| 3Y | +116.4% | +56.2% | +60.2% | +26.9% |
| All | +124.9% | +42.6% | +82.3% | +55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling