+684.2%
VTI vs URA
-49.7%
+733.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.9% |
| 7D | -0.7% | +2.9% | -3.6% | -1.5% |
| 30D | -1.9% | -10.8% | +8.9% | +0.9% |
| 3M | -1.4% | -25.5% | +24.1% | +5.8% |
| 6M | +3.5% | -41.2% | +44.7% | +17.4% |
| YTD | +12.6% | -21.3% | +33.9% | +16.4% |
| 1Y | +12.7% | -25.7% | +38.4% | +18.0% |
| 3Y | +78.8% | +43.1% | +35.8% | +49.3% |
| 5Y | +67.2% | +35.6% | +31.6% | +36.7% |
| 10Y | +293.9% | +281.3% | +12.6% | +117.0% |
| All | +684.2% | -49.7% | +733.9% | +584.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling