+77.5%
VYM vs URA
+121.8%
-44.3%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.4% | 0.0% |
| 7D | -1.9% | -1.5% | -0.3% | -1.7% |
| 30D | -2.6% | -0.4% | -2.2% | -2.7% |
| 3M | +3.6% | +6.3% | -2.7% | +2.3% |
| 6M | +8.7% | -14.0% | +22.7% | +10.2% |
| YTD | +14.1% | +5.3% | +8.8% | +11.4% |
| 1Y | +17.8% | +11.7% | +6.1% | +13.0% |
| 3Y | +64.5% | +109.8% | -45.3% | +37.3% |
| 5Y | +77.5% | +108.0% | -30.4% | +43.9% |
| All | +77.5% | +121.8% | -44.3% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling