+46.1%
URAN vs VT
+37.9%
+8.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -1.9% |
| 7D | -1.5% | -2.0% | +0.5% | +1.3% |
| 30D | -1.2% | -1.4% | +0.2% | +0.9% |
| 3M | +3.6% | +4.7% | -1.1% | -2.5% |
| 6M | -17.2% | +11.4% | -28.5% | -27.7% |
| YTD | -5.9% | +13.1% | -18.9% | -19.0% |
| 1Y | -0.1% | +19.0% | -19.1% | -18.8% |
| All | +46.1% | +37.9% | +8.2% | +3.6% |
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