-49.4%
VG vs URA
+11.7%
-61.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.5% | +1.6% | +3.7% |
| 7D | -7.7% | +0.3% | -8.0% | -7.7% |
| 30D | -8.8% | -14.8% | +6.0% | -6.8% |
| 3M | -15.6% | -25.3% | +9.7% | -12.6% |
| 6M | +5.2% | -39.9% | +45.1% | +13.8% |
| YTD | +76.9% | -22.4% | +99.3% | +62.5% |
| 1Y | +42.5% | -29.0% | +71.5% | +37.5% |
| All | -49.4% | +11.7% | -61.1% | -73.9% |
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 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