+58.6%
URG vs VOO
+807.8%
-749.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.1% |
| 7D | +1.5% | -0.4% | +1.8% | +2.0% |
| 30D | -2.8% | -1.4% | -1.4% | -0.8% |
| 3M | -10.4% | +3.7% | -14.1% | -14.0% |
| 6M | -4.2% | +13.0% | -17.2% | -17.3% |
| YTD | -0.7% | +12.4% | -13.2% | -13.5% |
| 1Y | -6.1% | +18.6% | -24.7% | -23.5% |
| 3Y | -4.2% | +78.1% | -82.2% | -54.3% |
| 5Y | -5.5% | +82.3% | -87.7% | -54.0% |
| 10Y | +165.4% | +322.5% | -157.1% | -61.3% |
| All | +58.6% | +807.8% | -749.2% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling