+50.0%
VG vs URA
-31.4%
+81.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | +0.5% |
| 7D | -22.0% | -4.1% | -17.9% | -22.4% |
| 30D | -11.6% | -19.0% | +7.4% | -13.7% |
| 3M | -14.9% | -25.1% | +10.3% | -17.5% |
| 6M | -3.5% | -44.5% | +41.0% | -5.9% |
| YTD | +70.0% | -24.3% | +94.3% | +41.0% |
| 1Y | +50.0% | -28.1% | +78.1% | +28.7% |
| All | +50.0% | -31.4% | +81.3% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling