-31.0%
URA vs VOO
+735.5%
-766.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +7.4% | +0.1% | +7.3% | +7.5% |
| 3M | -8.4% | +2.0% | -10.4% | -9.7% |
| 6M | -12.7% | +13.0% | -25.7% | -22.9% |
| YTD | +7.8% | +13.6% | -5.8% | -5.0% |
| 1Y | +19.5% | +20.1% | -0.6% | -0.5% |
| 3Y | +116.4% | +77.6% | +38.9% | +17.5% |
| 5Y | +134.3% | +82.4% | +51.8% | +25.7% |
| 10Y | +359.3% | +316.8% | +42.4% | -9.4% |
| All | -31.0% | +735.5% | -766.5% | -95.2% |
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