-40.5%
URAA vs VT
+40.4%
-80.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +7.9% |
| 7D | -7.1% | -2.3% | -4.8% | +0.3% |
| 30D | -32.6% | -5.0% | -27.7% | -18.9% |
| 3M | -44.8% | -4.9% | -39.9% | -32.4% |
| 6M | -70.8% | -1.5% | -69.3% | -66.5% |
| YTD | -57.0% | +8.5% | -65.5% | -61.0% |
| 1Y | -62.1% | +11.4% | -73.5% | -67.5% |
| All | -40.5% | +40.4% | -80.9% | -69.5% |
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