+169.8%
URGN vs VT
+74.2%
+95.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.4% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | -2.8% | -0.7% | -2.2% | -2.1% |
| 3M | +59.7% | +4.0% | +55.7% | +52.3% |
| 6M | +126.0% | +12.3% | +113.7% | +98.4% |
| YTD | +92.1% | +14.0% | +78.1% | +65.9% |
| 1Y | +117.5% | +20.3% | +97.2% | +76.9% |
| All | +169.8% | +74.2% | +95.6% | +60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling