+215.4%
URGN vs VT
+195.2%
+20.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | +1.1% | +0.4% | +0.6% | +0.6% |
| 30D | -5.0% | +1.0% | -6.0% | -6.0% |
| 3M | +59.7% | +2.4% | +57.4% | +55.3% |
| 6M | +118.7% | +12.0% | +106.7% | +92.7% |
| YTD | +88.3% | +15.3% | +72.9% | +60.5% |
| 1Y | +134.5% | +22.6% | +111.9% | +86.6% |
| 3Y | +143.1% | +74.7% | +68.4% | +30.8% |
| 5Y | +146.0% | +66.1% | +79.9% | +41.6% |
| All | +215.4% | +195.2% | +20.2% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling