+75.7%
VOO vs URA
+37.5%
+38.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.0% |
| 7D | -0.9% | +2.9% | -3.8% | -1.6% |
| 30D | -2.3% | -10.8% | +8.5% | 0.0% |
| 3M | -1.2% | -25.5% | +24.4% | +4.9% |
| 6M | +3.3% | -41.2% | +44.6% | +14.9% |
| YTD | +12.3% | -21.3% | +33.6% | +15.3% |
| 1Y | +12.5% | -25.7% | +38.2% | +16.7% |
| 3Y | +79.2% | +43.1% | +36.1% | +49.6% |
| 5Y | +75.7% | +35.6% | +40.1% | +41.0% |
| All | +75.7% | +37.5% | +38.2% | +41.0% |
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