-28.5%
URE vs VT
+53.4%
-81.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -2.0% |
| 7D | +3.6% | -2.3% | +5.9% | +7.3% |
| 30D | +16.3% | -5.0% | +21.2% | +25.2% |
| 3M | -4.0% | -4.9% | +0.9% | +3.3% |
| 6M | -4.4% | -1.5% | -2.8% | -3.8% |
| YTD | +16.0% | +8.5% | +7.6% | -0.6% |
| 1Y | +15.2% | +11.4% | +3.8% | -5.7% |
| 3Y | +50.9% | +70.1% | -19.2% | -41.7% |
| All | -28.5% | +53.4% | -81.9% | -65.6% |
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