+19.5%
VTR vs URA
-29.1%
+48.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +3.0% | -1.2% |
| 7D | +0.7% | +4.5% | -3.8% | +1.1% |
| 30D | +6.9% | -13.4% | +20.3% | +5.8% |
| 3M | +1.3% | -28.4% | +29.7% | -1.0% |
| 6M | +2.5% | -40.5% | +42.9% | +0.5% |
| YTD | +18.0% | -24.3% | +42.3% | +16.0% |
| 1Y | +19.5% | -28.8% | +48.3% | +17.2% |
| All | +19.5% | -29.1% | +48.6% | +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