+1,574.8%
VGT vs URA
-50.4%
+1,625.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.2% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -13.6% | -14.8% | +1.1% | -9.1% |
| 3M | -8.0% | -25.3% | +17.3% | +0.6% |
| 6M | -1.5% | -39.9% | +38.4% | +14.9% |
| YTD | +17.7% | -22.4% | +40.1% | +24.7% |
| 1Y | +13.8% | -29.0% | +42.8% | +23.7% |
| 3Y | +101.6% | +41.0% | +60.6% | +69.0% |
| 5Y | +106.7% | +38.3% | +68.4% | +68.2% |
| 10Y | +717.0% | +276.1% | +440.9% | +343.5% |
| All | +1,574.8% | -50.4% | +1,625.3% | +1,377.5% |
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