-63.4%
URAA vs VT
+12.5%
-75.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.5% | -7.1% | -5.4% |
| 7D | +0.4% | -0.1% | +0.6% | +0.4% |
| 30D | -26.1% | -3.1% | -23.1% | -13.4% |
| 3M | -45.8% | -3.5% | -42.3% | -33.8% |
| 6M | -66.3% | +0.5% | -66.8% | -64.0% |
| YTD | -55.3% | +10.8% | -66.0% | -67.4% |
| 1Y | -63.4% | +11.9% | -75.3% | -74.2% |
| All | -63.4% | +12.5% | -75.8% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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