-26.8%
URNM vs VT
+13.3%
-40.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -7.7% | -1.6% | -6.1% | -3.8% |
| 30D | -12.9% | -2.5% | -10.4% | -6.8% |
| 3M | -18.5% | -1.3% | -17.2% | -15.1% |
| 6M | -38.4% | +3.1% | -41.5% | -41.5% |
| YTD | -24.7% | +10.9% | -35.7% | -39.2% |
| All | -26.8% | +13.3% | -40.1% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling