-1.6%
VCIT vs URA
-44.2%
+42.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.5% | +0.5% |
| 7D | +0.5% | -13.3% | +13.7% | +1.1% |
| 30D | +2.1% | -25.9% | +28.0% | +3.6% |
| 3M | -1.6% | -27.8% | +26.2% | 0.0% |
| 6M | -1.6% | -42.8% | +41.3% | +1.1% |
| All | -1.6% | -44.2% | +42.7% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 6mo: compounded portfolio wealth divided by compounded URA 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…
6mo analysis · Full analysis span regression · 6 months rolling