-33.0%
URAA vs VT
+44.1%
-77.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.6% | +10.0% | +3.7% |
| 7D | +9.6% | +0.4% | +9.3% | +8.4% |
| 30D | -20.1% | -2.6% | -17.5% | -11.1% |
| 3M | -42.2% | -3.2% | -38.9% | -33.0% |
| 6M | -63.5% | +0.9% | -64.5% | -61.4% |
| YTD | -51.6% | +11.3% | -62.9% | -59.5% |
| 1Y | -58.3% | +14.0% | -72.3% | -66.9% |
| All | -33.0% | +44.1% | -77.1% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling