-51.5%
URA vs VOO
+699.8%
-751.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.0% |
| 7D | -4.1% | -2.7% | -1.4% | -1.0% |
| 30D | -19.0% | -5.4% | -13.6% | -13.4% |
| 3M | -25.1% | -4.1% | -21.1% | -21.0% |
| 6M | -44.5% | +0.7% | -45.2% | -44.2% |
| YTD | -24.3% | +8.7% | -33.0% | -29.5% |
| 1Y | -28.1% | +11.0% | -39.1% | -34.4% |
| 3Y | +40.7% | +75.5% | -34.8% | -22.1% |
| 5Y | +35.5% | +68.4% | -32.9% | -20.2% |
| 10Y | +281.2% | +315.7% | -34.5% | -24.8% |
| All | -51.5% | +699.8% | -751.3% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling