+52.5%
URAN vs VT
+40.0%
+12.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.4% |
| 7D | +5.0% | +1.0% | +4.0% | +3.5% |
| 30D | +4.9% | -0.2% | +5.1% | +5.3% |
| 3M | +1.4% | +4.5% | -3.1% | -4.4% |
| 6M | -9.7% | +14.1% | -23.7% | -23.7% |
| YTD | -1.7% | +14.8% | -16.5% | -17.2% |
| 1Y | +5.9% | +21.2% | -15.3% | -16.1% |
| All | +52.5% | +40.0% | +12.5% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling