+184.3%
VTR vs URA
-50.4%
+234.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.6% |
| 7D | +3.8% | +0.3% | +3.5% | +3.6% |
| 30D | +10.1% | -14.8% | +24.9% | +13.0% |
| 3M | -1.2% | -25.3% | +24.1% | +3.6% |
| 6M | +4.8% | -39.9% | +44.7% | +13.6% |
| YTD | +18.9% | -22.4% | +41.3% | +20.4% |
| 1Y | +21.8% | -29.0% | +50.8% | +25.2% |
| 3Y | +132.0% | +41.0% | +91.0% | +94.1% |
| 5Y | +94.7% | +38.3% | +56.3% | +58.1% |
| 10Y | +136.8% | +276.1% | -139.2% | +34.4% |
| All | +184.3% | -50.4% | +234.7% | +132.6% |
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 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