-27.5%
URE vs VT
+53.2%
-80.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | +2.7% |
| 7D | +5.6% | -4.2% | +9.8% | +12.5% |
| 30D | +15.2% | -5.8% | +21.0% | +25.8% |
| 3M | -4.3% | -5.2% | +0.9% | +3.6% |
| 6M | 0.0% | +0.1% | -0.1% | -2.2% |
| YTD | +18.0% | +8.2% | +9.8% | +1.4% |
| 1Y | +15.9% | +10.1% | +5.8% | -3.3% |
| 3Y | +48.9% | +69.7% | -20.8% | -42.2% |
| 5Y | -27.5% | +53.4% | -80.8% | -64.9% |
| All | -27.5% | +53.2% | -80.6% | -64.9% |
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