+46.6%
URNJ vs VT
+83.2%
-36.5%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.3% | +0.4% | +0.8% | +0.6% |
| 30D | +10.9% | +1.0% | +10.0% | +9.3% |
| 3M | -6.3% | +2.4% | -8.7% | -9.0% |
| 6M | -23.7% | +12.0% | -35.7% | -35.5% |
| YTD | +3.0% | +15.3% | -12.3% | -16.2% |
| 1Y | +16.6% | +22.6% | -6.0% | -13.2% |
| 3Y | +54.3% | +74.7% | -20.4% | -29.8% |
| All | +46.6% | +83.2% | -36.5% | -35.7% |
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