+18.0%
VTR vs URA
-29.3%
+47.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -1.0% |
| 7D | +0.2% | -1.5% | +1.7% | +0.1% |
| 30D | +5.5% | -10.4% | +15.9% | +4.6% |
| 3M | -0.9% | -29.6% | +28.7% | -3.3% |
| 6M | -0.4% | -40.3% | +39.9% | -2.4% |
| YTD | +17.0% | -25.5% | +42.5% | +14.7% |
| 1Y | +18.0% | -26.4% | +44.4% | +15.6% |
| All | +18.0% | -29.3% | +47.3% | +15.6% |
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