-31.1%
URA vs VOO
+14.7%
-45.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -5.3% |
| 7D | -10.5% | -0.7% | -9.8% | -8.8% |
| 30D | -18.6% | -1.1% | -17.6% | -16.0% |
| 3M | -23.0% | -0.3% | -22.7% | -21.9% |
| 6M | -40.3% | +7.4% | -47.6% | -49.3% |
| YTD | -23.5% | +13.4% | -36.8% | -42.7% |
| 1Y | -31.1% | +14.8% | -45.9% | -50.0% |
| All | -31.1% | +14.7% | -45.8% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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