+27.7%
URA vs VO
+32.6%
-4.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.6% |
| 7D | -4.1% | -2.6% | -1.6% | -0.8% |
| 30D | -19.0% | -0.9% | -18.1% | -17.9% |
| 3M | -25.1% | -3.0% | -22.1% | -21.7% |
| 6M | -44.5% | +2.2% | -46.7% | -45.3% |
| YTD | -24.3% | +10.6% | -34.9% | -31.8% |
| 1Y | -28.1% | +12.5% | -40.6% | -36.4% |
| 3Y | +40.7% | +61.4% | -20.7% | -19.8% |
| All | +27.7% | +32.6% | -4.9% | -1.1% |
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