-47.9%
URG vs VOO
+14.7%
-62.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | -1.3% |
| 7D | -18.5% | -0.7% | -17.8% | -16.9% |
| 30D | -29.2% | -1.1% | -28.2% | -26.7% |
| 3M | -42.3% | -0.3% | -42.0% | -41.1% |
| 6M | -57.6% | +7.4% | -65.0% | -61.8% |
| YTD | -46.0% | +13.4% | -59.4% | -55.5% |
| 1Y | -47.9% | +14.8% | -62.7% | -59.0% |
| All | -47.9% | +14.7% | -62.6% | -59.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling