+693.7%
VTI vs URA
-31.1%
+724.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | 0.0% | +7.4% | -7.4% | -2.0% |
| 3M | +2.0% | -8.4% | +10.4% | +3.7% |
| 6M | +13.0% | -12.7% | +25.7% | +15.4% |
| YTD | +13.9% | +7.8% | +6.1% | +8.9% |
| 1Y | +20.0% | +19.5% | +0.5% | +10.1% |
| 3Y | +75.8% | +116.4% | -40.6% | +31.5% |
| 5Y | +73.8% | +134.3% | -60.4% | +21.3% |
| 10Y | +297.5% | +359.3% | -61.8% | +110.0% |
| All | +693.7% | -31.1% | +724.8% | +540.4% |
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