+146.6%
URBN vs VOO
+82.8%
+63.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +2.9% |
| 7D | -3.0% | -0.8% | -2.2% | -2.0% |
| 30D | +1.4% | -1.1% | +2.5% | +2.8% |
| 3M | +1.6% | +3.9% | -2.3% | -3.1% |
| 6M | +21.0% | +13.6% | +7.4% | +3.6% |
| YTD | +4.4% | +12.7% | -8.3% | -9.8% |
| 1Y | +9.6% | +17.6% | -8.0% | -10.4% |
| 3Y | +141.8% | +77.3% | +64.5% | +21.9% |
| All | +146.6% | +82.8% | +63.8% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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