+276.1%
URA price history and return analytics
+217.6%
+58.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | -0.2% |
| 7D | +0.3% | -0.1% | +0.4% | +0.5% |
| 30D | -14.8% | -3.1% | -11.7% | -11.1% |
| 3M | -25.3% | -3.5% | -21.8% | -21.4% |
| 6M | -39.9% | +0.5% | -40.4% | -39.2% |
| YTD | -22.4% | +10.8% | -33.2% | -29.3% |
| 1Y | -29.0% | +11.9% | -40.9% | -35.8% |
| 3Y | +41.0% | +73.0% | -32.0% | -21.6% |
| 5Y | +38.3% | +58.6% | -20.3% | -14.0% |
| 10Y | +276.1% | +219.2% | +56.9% | +2.3% |
| All | +276.1% | +217.6% | +58.4% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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