+5.2%
VUG vs URA
-32.2%
+37.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | -3.0% | -10.5% | +7.5% | -0.5% |
| 30D | -6.4% | -18.6% | +12.2% | -2.1% |
| 3M | -3.2% | -23.0% | +19.8% | +2.1% |
| 6M | +3.1% | -40.3% | +43.4% | +13.9% |
| YTD | +6.3% | -23.5% | +29.8% | +9.8% |
| 1Y | +5.2% | -31.1% | +36.3% | +11.4% |
| All | +5.2% | -32.2% | +37.3% | +11.4% |
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