-6.5%
URAA vs VT
+21.4%
-27.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +7.4% |
| 7D | +12.7% | +1.0% | +11.7% | +7.7% |
| 30D | +8.6% | -0.2% | +8.8% | +10.8% |
| 3M | -1.9% | +4.5% | -6.5% | -16.7% |
| 6M | -25.0% | +14.1% | -39.0% | -53.5% |
| YTD | -9.1% | +14.8% | -23.9% | -42.3% |
| 1Y | -6.5% | +21.2% | -27.7% | -52.0% |
| All | -6.5% | +21.4% | -27.9% | -52.0% |
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