+13.8%
VTI vs URA
-29.3%
+43.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | +2.5% | -1.5% | +4.1% | +2.8% |
| 30D | -1.5% | -10.4% | +8.9% | +0.3% |
| 3M | -3.2% | -29.6% | +26.4% | +2.4% |
| 6M | +2.3% | -40.3% | +42.6% | +10.7% |
| YTD | +11.6% | -25.5% | +37.1% | +15.0% |
| 1Y | +13.8% | -26.4% | +40.2% | +17.2% |
| All | +13.8% | -29.3% | +43.1% | +17.2% |
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 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