+111.5%
VGT vs URA
+37.5%
+74.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.5% | +1.4% | +2.4% |
| 7D | -1.6% | +2.9% | -4.5% | -2.5% |
| 30D | -10.1% | -10.8% | +0.7% | -6.5% |
| 3M | -5.3% | -25.5% | +20.3% | +4.3% |
| 6M | +0.2% | -41.2% | +41.5% | +18.9% |
| YTD | +21.1% | -21.3% | +42.4% | +27.8% |
| 1Y | +18.2% | -25.7% | +43.9% | +26.8% |
| 3Y | +107.4% | +43.1% | +64.4% | +65.6% |
| 5Y | +111.5% | +35.6% | +75.9% | +60.2% |
| All | +111.5% | +37.5% | +74.0% | +60.2% |
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