+143.4%
URBN vs VT
+59.8%
+83.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -2.6% |
| 7D | -6.3% | -0.7% | -5.6% | -5.5% |
| 30D | +4.0% | -1.7% | +5.8% | +6.4% |
| 3M | +8.3% | -2.3% | +10.6% | +11.4% |
| 6M | +25.7% | +1.5% | +24.2% | +23.0% |
| YTD | +14.3% | +12.0% | +2.2% | -1.8% |
| 1Y | +40.1% | +12.9% | +27.3% | +19.1% |
| 3Y | +142.9% | +74.9% | +68.0% | +19.3% |
| 5Y | +143.4% | +59.9% | +83.4% | +36.2% |
| All | +143.4% | +59.8% | +83.6% | +36.2% |
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