+62.1%
VEA vs URA
+131.0%
-68.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -1.1% |
| 7D | +1.9% | +8.1% | -6.2% | +0.1% |
| 30D | +0.8% | +5.8% | -5.0% | -0.6% |
| 3M | +5.7% | +3.4% | +2.3% | +4.5% |
| 6M | +13.3% | -2.6% | +15.9% | +13.0% |
| YTD | +18.4% | +11.2% | +7.2% | +14.0% |
| 1Y | +27.0% | +19.8% | +7.1% | +18.7% |
| 3Y | +79.3% | +121.5% | -42.2% | +39.9% |
| 5Y | +62.1% | +134.5% | -72.3% | +20.5% |
| All | +62.1% | +131.0% | -68.9% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling