+169.5%
VEU vs URA
-51.6%
+221.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | +0.2% |
| 7D | +2.4% | +4.5% | -2.1% | +1.0% |
| 30D | -2.0% | -13.4% | +11.4% | +1.9% |
| 3M | -5.1% | -28.4% | +23.3% | +3.8% |
| 6M | -0.7% | -40.5% | +39.8% | +13.9% |
| YTD | +11.0% | -24.3% | +35.3% | +17.1% |
| 1Y | +12.4% | -28.8% | +41.2% | +20.3% |
| 3Y | +69.8% | +37.6% | +32.2% | +41.6% |
| 5Y | +48.2% | +30.7% | +17.5% | +20.5% |
| 10Y | +148.1% | +266.8% | -118.7% | +27.7% |
| All | +169.5% | -51.6% | +221.1% | +153.9% |
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