+78.5%
VTV vs URA
+35.4%
+43.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.4% |
| 7D | +2.9% | -1.5% | +4.5% | +3.1% |
| 30D | +3.8% | -10.4% | +14.2% | +4.9% |
| 3M | +1.6% | -29.6% | +31.2% | +5.1% |
| 6M | +11.2% | -40.3% | +51.5% | +16.9% |
| YTD | +22.0% | -25.5% | +47.5% | +24.1% |
| 1Y | +24.9% | -26.4% | +51.3% | +27.1% |
| 3Y | +78.5% | +31.4% | +47.0% | +61.7% |
| All | +78.5% | +35.4% | +43.1% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling