+123.4%
VRT vs URA
+17.2%
+106.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +3.9% |
| 7D | +9.1% | +1.1% | +8.0% | +8.4% |
| 30D | +0.9% | +7.4% | -6.5% | -3.9% |
| 3M | -13.4% | -8.4% | -5.0% | -9.3% |
| 6M | +11.7% | -12.7% | +24.4% | +18.6% |
| YTD | +73.2% | +7.8% | +65.4% | +62.6% |
| 1Y | +123.4% | +19.5% | +104.0% | +113.5% |
| All | +123.4% | +17.2% | +106.2% | +113.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling