+8.2%
VTEB vs URA
+107.9%
-99.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.2% | -0.7% |
| 7D | -1.2% | -1.5% | +0.3% | -1.2% |
| 30D | -2.9% | -0.4% | -2.5% | -2.9% |
| 3M | -3.2% | +6.3% | -9.4% | -3.2% |
| 6M | -2.6% | -14.0% | +11.3% | -2.6% |
| YTD | -1.8% | +5.3% | -7.1% | -1.9% |
| 1Y | +0.2% | +11.7% | -11.5% | +0.1% |
| All | +8.2% | +107.9% | -99.7% | +8.2% |
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