+85.8%
VSH vs URA
-30.3%
+116.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.1% | +2.5% | +12.6% | +13.1% |
| 7D | -1.6% | +0.3% | -1.9% | -1.1% |
| 30D | -21.3% | -14.8% | -6.5% | -10.4% |
| 3M | -18.9% | -25.3% | +6.4% | 0.0% |
| 6M | -21.4% | -39.9% | +18.5% | +9.0% |
| YTD | +86.8% | -22.4% | +109.3% | +117.5% |
| 1Y | +85.8% | -29.0% | +114.7% | +126.9% |
| All | +85.8% | -30.3% | +116.1% | +126.9% |
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