+94.4%
VTR vs URA
+37.5%
+56.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | +1.4% | +2.9% | -1.5% | +1.1% |
| 30D | +8.2% | -10.8% | +19.1% | +9.2% |
| 3M | +4.6% | -25.5% | +30.1% | +7.2% |
| 6M | +4.3% | -41.2% | +45.6% | +9.5% |
| YTD | +19.0% | -21.3% | +40.3% | +18.9% |
| 1Y | +21.6% | -25.7% | +47.3% | +22.2% |
| 3Y | +132.2% | +43.1% | +89.1% | +97.9% |
| 5Y | +94.4% | +35.6% | +58.8% | +66.6% |
| All | +94.4% | +37.5% | +56.9% | +66.6% |
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 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