+62.8%
VIG vs URA
+132.7%
-69.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | -1.2% | +5.7% | -6.9% | -2.0% |
| 30D | -2.8% | +5.6% | -8.4% | -3.7% |
| 3M | +2.5% | +6.2% | -3.7% | +1.2% |
| 6M | +8.1% | -8.2% | +16.3% | +8.5% |
| YTD | +9.6% | +9.7% | -0.1% | +6.3% |
| 1Y | +14.2% | +17.0% | -2.8% | +8.7% |
| 3Y | +56.1% | +118.5% | -62.4% | +29.3% |
| 5Y | +62.8% | +134.3% | -71.5% | +29.8% |
| All | +62.8% | +132.7% | -69.9% | +29.8% |
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