-26.4%
URA price history and return analytics
+11.9%
-38.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -0.9% |
| 7D | -1.5% | +2.4% | -3.9% | -6.9% |
| 30D | -10.4% | -1.5% | -8.9% | -6.9% |
| 3M | -29.6% | -4.1% | -25.5% | -21.1% |
| 6M | -40.3% | +0.6% | -40.8% | -39.8% |
| YTD | -25.5% | +11.0% | -36.5% | -40.3% |
| 1Y | -26.4% | +13.3% | -39.8% | -44.3% |
| All | -26.4% | +11.9% | -38.3% | -44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling