-31.0%
URA price history and return analytics
+380.0%
-410.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.1% | +0.4% | +0.6% | +0.6% |
| 30D | +7.4% | +1.0% | +6.4% | +6.3% |
| 3M | -8.4% | +2.4% | -10.8% | -10.1% |
| 6M | -12.7% | +12.0% | -24.7% | -22.6% |
| YTD | +7.8% | +15.3% | -7.5% | -7.3% |
| 1Y | +19.5% | +22.6% | -3.1% | -4.1% |
| 3Y | +116.4% | +74.7% | +41.8% | +15.1% |
| 5Y | +134.3% | +66.1% | +68.1% | +36.0% |
| 10Y | +359.3% | +225.0% | +134.2% | +19.5% |
| All | -31.0% | +380.0% | -410.9% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling