+1,735.6%
VGT vs URA
-31.1%
+1,766.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +1.0% | +1.1% | -0.1% | +0.6% |
| 30D | +1.3% | +7.4% | -6.1% | -1.2% |
| 3M | -1.1% | -8.4% | +7.2% | +1.3% |
| 6M | +32.6% | -12.7% | +45.3% | +36.8% |
| YTD | +29.0% | +7.8% | +21.2% | +23.3% |
| 1Y | +39.7% | +19.5% | +20.2% | +27.7% |
| 3Y | +120.9% | +116.4% | +4.5% | +61.3% |
| 5Y | +133.6% | +134.3% | -0.7% | +59.1% |
| 10Y | +792.6% | +359.3% | +433.3% | +353.9% |
| All | +1,735.6% | -31.1% | +1,766.7% | +1,361.3% |
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