-42.9%
URAA vs VT
+43.7%
-86.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.0% |
| 7D | -4.1% | +2.4% | -6.4% | -10.7% |
| 30D | -18.0% | -1.5% | -16.5% | -12.4% |
| 3M | -51.4% | -4.1% | -47.3% | -41.7% |
| 6M | -66.8% | +0.6% | -67.3% | -64.3% |
| YTD | -58.8% | +11.0% | -69.8% | -65.2% |
| 1Y | -60.9% | +13.3% | -74.2% | -68.4% |
| All | -42.9% | +43.7% | -86.6% | -72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling