+32.1%
VSH vs URA
+35.4%
-3.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -3.3% |
| 7D | +14.3% | -1.5% | +15.9% | +15.6% |
| 30D | -7.9% | -10.4% | +2.6% | -1.3% |
| 3M | -19.9% | -29.6% | +9.8% | -3.9% |
| 6M | -30.5% | -40.3% | +9.8% | -10.4% |
| YTD | +85.7% | -25.5% | +111.1% | +118.2% |
| 1Y | +98.9% | -26.4% | +125.4% | +134.4% |
| 3Y | +32.1% | +31.4% | +0.6% | +17.5% |
| All | +32.1% | +35.4% | -3.3% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling