+88.8%
URGN vs VT
+185.0%
-96.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.8% |
| 7D | +2.6% | +2.9% | -0.3% | -0.6% |
| 30D | -31.0% | -2.5% | -28.5% | -28.9% |
| 3M | -46.1% | -3.3% | -42.8% | -43.9% |
| 6M | -11.4% | +1.5% | -13.0% | -12.9% |
| YTD | +12.7% | +11.4% | +1.3% | +0.2% |
| 1Y | +5.0% | +11.9% | -6.9% | -7.1% |
| 3Y | +130.3% | +73.9% | +56.4% | +25.0% |
| 5Y | +38.0% | +57.9% | -19.9% | -15.6% |
| All | +88.8% | +185.0% | -96.3% | -43.3% |
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