+2,723.0%
VRT vs URA
+349.1%
+2,374.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +3.9% |
| 7D | +9.1% | +1.1% | +8.0% | +8.5% |
| 30D | +0.9% | +7.4% | -6.5% | -3.5% |
| 3M | -13.4% | -8.4% | -5.0% | -9.1% |
| 6M | +11.7% | -12.7% | +24.4% | +19.7% |
| YTD | +73.2% | +7.8% | +65.4% | +63.8% |
| 1Y | +123.4% | +19.5% | +104.0% | +97.2% |
| 3Y | +606.2% | +116.4% | +489.7% | +362.7% |
| 5Y | +899.9% | +134.3% | +765.6% | +500.4% |
| All | +2,723.0% | +349.1% | +2,374.0% | +742.5% |
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