+40.7%
URA price history and return analytics
+69.7%
-29.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.0% |
| 7D | -4.1% | -2.3% | -1.8% | -0.2% |
| 30D | -19.0% | -5.0% | -14.1% | -11.2% |
| 3M | -25.1% | -4.9% | -20.3% | -17.7% |
| 6M | -44.5% | -1.5% | -42.9% | -41.7% |
| YTD | -24.3% | +8.5% | -32.8% | -30.7% |
| 1Y | -28.1% | +11.4% | -39.5% | -36.4% |
| 3Y | +40.7% | +70.1% | -29.4% | -19.1% |
| All | +40.7% | +69.7% | -29.1% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling