+45.1%
URE vs VT
+215.5%
-170.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -2.1% |
| 7D | +3.6% | -2.3% | +5.9% | +7.8% |
| 30D | +16.3% | -5.0% | +21.2% | +26.3% |
| 3M | -4.0% | -4.9% | +0.9% | +4.2% |
| 6M | -4.4% | -1.5% | -2.8% | -3.8% |
| YTD | +16.0% | +8.5% | +7.6% | -2.0% |
| 1Y | +15.2% | +11.4% | +3.8% | -7.3% |
| 3Y | +50.9% | +70.1% | -19.2% | -43.6% |
| 5Y | -28.7% | +53.7% | -82.4% | -66.3% |
| All | +45.1% | +215.5% | -170.4% | -75.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling