-1.2%
URNJ vs VT
+77.9%
-79.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | -0.7% |
| 7D | +5.2% | -0.7% | +5.9% | +6.3% |
| 30D | -6.3% | -1.7% | -4.6% | -3.2% |
| 3M | -29.7% | -2.3% | -27.4% | -26.2% |
| 6M | -46.3% | +1.5% | -47.8% | -46.6% |
| YTD | -30.6% | +12.0% | -42.6% | -40.3% |
| 1Y | -29.1% | +12.9% | -42.0% | -39.5% |
| 3Y | -9.7% | +74.9% | -84.6% | -58.7% |
| All | -1.2% | +77.9% | -79.1% | -54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling