+25.5%
URSP vs VT
+15.7%
+9.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -0.6% |
| 7D | -2.9% | -4.2% | +1.2% | +2.4% |
| 30D | +3.9% | -5.8% | +9.7% | +11.9% |
| 3M | -3.4% | -5.2% | +1.8% | +3.4% |
| 6M | +11.8% | +0.1% | +11.7% | +11.0% |
| YTD | +23.6% | +8.2% | +15.4% | +9.5% |
| 1Y | +28.6% | +10.1% | +18.5% | +10.7% |
| All | +25.5% | +15.7% | +9.8% | +0.1% |
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