+73.7%
VTI vs URA
+132.7%
-59.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -0.4% | +5.7% | -6.1% | -1.6% |
| 30D | -1.6% | +5.6% | -7.2% | -2.9% |
| 3M | +3.6% | +6.2% | -2.6% | +1.8% |
| 6M | +13.0% | -8.2% | +21.3% | +13.8% |
| YTD | +12.7% | +9.7% | +3.0% | +8.1% |
| 1Y | +18.4% | +17.0% | +1.4% | +10.5% |
| 3Y | +76.4% | +118.5% | -42.0% | +35.8% |
| 5Y | +73.7% | +134.3% | -60.6% | +27.3% |
| All | +73.7% | +132.7% | -59.0% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling