+138.4%
URBN vs VOO
+812.0%
-673.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | +0.2% | +0.5% | -0.4% | -0.4% |
| 30D | +3.3% | -0.9% | +4.2% | +4.3% |
| 3M | +10.5% | +3.9% | +6.6% | +6.0% |
| 6M | +24.0% | +14.5% | +9.5% | +7.0% |
| YTD | +5.5% | +13.0% | -7.4% | -7.6% |
| 1Y | +8.8% | +19.4% | -10.6% | -10.6% |
| 3Y | +149.4% | +78.9% | +70.5% | +34.5% |
| 5Y | +149.9% | +82.3% | +67.6% | +33.7% |
| 10Y | +118.5% | +314.2% | -195.7% | -45.8% |
| All | +138.4% | +812.0% | -673.6% | -71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling