+134.5%
URA vs VOO
+82.3%
+52.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.9% |
| 7D | +8.1% | +0.5% | +7.6% | +7.3% |
| 30D | +5.8% | -0.9% | +6.7% | +7.3% |
| 3M | +3.4% | +3.9% | -0.4% | -1.2% |
| 6M | -2.6% | +14.5% | -17.2% | -17.4% |
| YTD | +11.2% | +13.0% | -1.8% | -3.6% |
| 1Y | +19.8% | +19.4% | +0.4% | -2.5% |
| 3Y | +121.5% | +78.9% | +42.6% | +8.8% |
| 5Y | +134.5% | +82.3% | +52.2% | +19.8% |
| All | +134.5% | +82.3% | +52.1% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling