-51.5%
URA price history and return analytics
+351.4%
-403.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.1% |
| 7D | -4.1% | -2.3% | -1.8% | -1.2% |
| 30D | -19.0% | -5.0% | -14.1% | -13.4% |
| 3M | -25.1% | -4.9% | -20.3% | -19.7% |
| 6M | -44.5% | -1.5% | -42.9% | -42.4% |
| YTD | -24.3% | +8.5% | -32.8% | -29.3% |
| 1Y | -28.1% | +11.4% | -39.5% | -34.8% |
| 3Y | +40.7% | +70.1% | -29.4% | -22.0% |
| 5Y | +35.5% | +53.7% | -18.3% | -13.3% |
| 10Y | +281.2% | +220.0% | +61.2% | +1.7% |
| All | -51.5% | +351.4% | -403.0% | -91.7% |
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