+226.3%
VTV vs URA
+361.2%
-134.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | +0.1% |
| 7D | -2.1% | -1.5% | -0.5% | -1.8% |
| 30D | -1.3% | -0.4% | -1.0% | -1.4% |
| 3M | +5.6% | +6.3% | -0.6% | +3.8% |
| 6M | +12.4% | -14.0% | +26.4% | +14.4% |
| YTD | +17.6% | +5.3% | +12.3% | +13.9% |
| 1Y | +23.5% | +11.7% | +11.8% | +16.6% |
| 3Y | +67.0% | +109.8% | -42.8% | +31.4% |
| 5Y | +80.5% | +108.0% | -27.4% | +36.1% |
| All | +226.3% | +361.2% | -134.9% | +71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling