-53.6%
URA price history and return analytics
+350.4%
-404.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -0.1% |
| 7D | -13.3% | -4.2% | -9.1% | -8.4% |
| 30D | -25.9% | -5.8% | -20.1% | -19.8% |
| 3M | -27.8% | -5.2% | -22.5% | -22.2% |
| 6M | -42.8% | +0.1% | -43.0% | -41.8% |
| YTD | -27.5% | +8.2% | -35.7% | -32.1% |
| 1Y | -35.1% | +10.1% | -45.3% | -40.3% |
| 3Y | +31.1% | +69.7% | -38.6% | -27.1% |
| 5Y | +29.8% | +53.4% | -23.6% | -16.7% |
| 10Y | +265.1% | +219.2% | +45.9% | -2.3% |
| All | -53.6% | +350.4% | -404.0% | -92.0% |
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