-13.0%
URG vs VOO
+12.4%
-25.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.4% |
| 7D | -4.3% | -2.0% | -2.3% | +0.6% |
| 30D | -3.6% | -1.7% | -1.9% | +0.7% |
| 3M | -8.8% | +4.7% | -13.6% | -17.3% |
| 6M | -13.0% | +12.6% | -25.5% | -23.3% |
| All | -13.0% | +12.4% | -25.4% | -23.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling