+1,613.8%
VGT vs URA
-51.6%
+1,665.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.3% | +0.7% |
| 7D | +5.6% | +4.5% | +1.2% | +4.1% |
| 30D | -10.6% | -13.4% | +2.8% | -6.4% |
| 3M | -6.9% | -28.4% | +21.5% | +3.1% |
| 6M | +0.9% | -40.5% | +41.4% | +18.1% |
| YTD | +20.4% | -24.3% | +44.7% | +28.6% |
| 1Y | +17.4% | -28.8% | +46.2% | +27.5% |
| 3Y | +106.3% | +37.6% | +68.7% | +74.3% |
| 5Y | +107.9% | +30.7% | +77.2% | +72.2% |
| 10Y | +730.9% | +266.8% | +464.1% | +354.6% |
| All | +1,613.8% | -51.6% | +1,665.4% | +1,423.4% |
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