+17.0%
VYM vs URA
-35.1%
+52.1%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.3% | +2.0% | -2.8% |
| 7D | -3.0% | -13.3% | +10.2% | -1.7% |
| 30D | +0.9% | -25.9% | +26.8% | +3.9% |
| 3M | -2.7% | -27.8% | +25.1% | +0.3% |
| 6M | +3.4% | -42.8% | +46.3% | +9.0% |
| YTD | +13.3% | -27.5% | +40.8% | +14.7% |
| 1Y | +17.0% | -35.1% | +52.1% | +20.1% |
| All | +17.0% | -35.1% | +52.1% | +20.1% |
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