-9.7%
URG vs VT
+23.3%
-33.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.7% | +0.4% | -1.2% | -1.5% |
| 30D | +7.7% | +1.0% | +6.7% | +5.9% |
| 3M | -27.5% | +2.4% | -29.8% | -29.8% |
| 6M | -10.8% | +12.0% | -22.8% | -23.3% |
| YTD | +0.7% | +15.3% | -14.6% | -16.9% |
| 1Y | -9.7% | +22.6% | -32.3% | -29.1% |
| All | -9.7% | +23.3% | -33.0% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling