+444.3%
URNM vs VT
+136.4%
+307.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.7% | +0.4% | +0.3% | +0.2% |
| 30D | +8.7% | +1.0% | +7.7% | +7.6% |
| 3M | -6.5% | +2.4% | -8.9% | -8.5% |
| 6M | -19.6% | +12.0% | -31.6% | -28.9% |
| YTD | +4.0% | +15.3% | -11.4% | -10.7% |
| 1Y | +15.5% | +22.6% | -7.1% | -7.6% |
| 3Y | +61.0% | +74.7% | -13.7% | -14.5% |
| 5Y | +78.5% | +66.1% | +12.3% | +2.1% |
| All | +444.3% | +136.4% | +307.9% | +141.3% |
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