+169.3%
VEU vs URA
-52.4%
+221.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.4% |
| 7D | +2.1% | -1.5% | +3.6% | +2.5% |
| 30D | -0.9% | -10.4% | +9.5% | +2.1% |
| 3M | -5.4% | -29.6% | +24.3% | +4.0% |
| 6M | -1.8% | -40.3% | +38.5% | +12.6% |
| YTD | +10.9% | -25.5% | +36.4% | +17.6% |
| 1Y | +13.6% | -26.4% | +40.0% | +20.4% |
| 3Y | +69.3% | +31.4% | +37.8% | +43.2% |
| 5Y | +48.1% | +28.6% | +19.5% | +21.0% |
| 10Y | +148.0% | +260.9% | -112.9% | +28.2% |
| All | +169.3% | -52.4% | +221.7% | +155.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling