-3.1%
URNJ vs VT
+72.3%
-75.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.7% |
| 7D | -0.6% | -2.3% | +1.7% | +3.0% |
| 30D | -15.0% | -5.0% | -10.0% | -7.0% |
| 3M | -26.8% | -4.9% | -21.9% | -19.7% |
| 6M | -47.1% | -1.5% | -45.5% | -44.6% |
| YTD | -31.9% | +8.5% | -40.4% | -38.1% |
| 1Y | -27.6% | +11.4% | -39.0% | -36.5% |
| 3Y | -9.5% | +70.1% | -79.5% | -56.6% |
| All | -3.1% | +72.3% | -75.3% | -52.5% |
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