+202.6%
URGN vs VOO
+272.2%
-69.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.7% |
| 7D | -4.0% | -0.8% | -3.3% | -3.2% |
| 30D | -13.7% | -1.1% | -12.6% | -12.6% |
| 3M | +43.4% | +3.9% | +39.5% | +37.7% |
| 6M | +124.6% | +13.6% | +110.9% | +97.6% |
| YTD | +80.7% | +12.7% | +67.9% | +60.1% |
| 1Y | +119.8% | +17.6% | +102.2% | +86.5% |
| 3Y | +153.7% | +77.3% | +76.3% | +43.7% |
| 5Y | +164.8% | +84.1% | +80.6% | +43.7% |
| All | +202.6% | +272.2% | -69.6% | -30.9% |
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