-0.8%
URNJ vs VOO
+18.2%
-19.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -7.6% |
| 7D | -10.6% | -0.8% | -9.8% | -8.9% |
| 30D | -6.8% | -1.1% | -5.8% | -4.3% |
| 3M | -4.8% | +3.9% | -8.7% | -13.0% |
| 6M | -28.2% | +13.6% | -41.8% | -45.8% |
| YTD | -7.9% | +12.7% | -20.6% | -29.1% |
| 1Y | -0.8% | +17.6% | -18.4% | -30.8% |
| All | -0.8% | +18.2% | -19.0% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling