-4.8%
URNM vs VT
+57.0%
-61.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.1% |
| 7D | -4.0% | +2.4% | -6.3% | -7.3% |
| 30D | -6.6% | -1.5% | -5.1% | -4.1% |
| 3M | -27.2% | -4.1% | -23.1% | -21.7% |
| 6M | -38.0% | +0.6% | -38.5% | -37.4% |
| YTD | -27.8% | +11.0% | -38.8% | -36.3% |
| 1Y | -25.1% | +13.3% | -38.4% | -35.7% |
| 3Y | -8.0% | +73.4% | -81.4% | -58.0% |
| All | -4.8% | +57.0% | -61.8% | -43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling