-25.7%
URA price history and return analytics
+13.3%
-39.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | -1.3% |
| 7D | +2.9% | -0.7% | +3.6% | +4.6% |
| 30D | -10.8% | -1.7% | -9.1% | -6.5% |
| 3M | -25.5% | -2.3% | -23.2% | -20.4% |
| 6M | -41.2% | +1.5% | -42.7% | -42.2% |
| YTD | -21.3% | +12.0% | -33.3% | -38.5% |
| 1Y | -25.7% | +12.9% | -38.6% | -42.9% |
| All | -25.7% | +13.3% | -39.0% | -42.9% |
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