+164.3%
URGN vs VT
+63.7%
+100.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.3% | -5.3% |
| 7D | -5.9% | -2.0% | -3.9% | -3.9% |
| 30D | -10.3% | -1.4% | -8.9% | -9.0% |
| 3M | +50.9% | +4.7% | +46.1% | +43.9% |
| 6M | +117.2% | +11.4% | +105.8% | +95.9% |
| YTD | +80.4% | +13.1% | +67.3% | +60.3% |
| 1Y | +121.0% | +19.0% | +102.0% | +86.9% |
| 3Y | +154.9% | +73.9% | +81.0% | +56.0% |
| 5Y | +164.3% | +65.4% | +98.9% | +86.9% |
| All | +164.3% | +63.7% | +100.7% | +86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling