+14.7%
URAN vs VT
+35.4%
-20.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.4% |
| 7D | -0.4% | +2.4% | -2.7% | -3.4% |
| 30D | -5.4% | -1.5% | -3.9% | -3.4% |
| 3M | -21.7% | -4.1% | -17.6% | -16.7% |
| 6M | -32.2% | +0.6% | -32.7% | -32.1% |
| YTD | -26.0% | +11.0% | -37.1% | -34.6% |
| 1Y | -27.6% | +13.3% | -41.0% | -37.5% |
| All | +14.7% | +35.4% | -20.7% | -16.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling