-24.2%
URAA price history and return analytics
+19.6%
-43.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -10.8% |
| 7D | -11.7% | -1.1% | -10.6% | -7.3% |
| 30D | -10.3% | -1.0% | -9.3% | -5.3% |
| 3M | -13.5% | +3.2% | -16.7% | -22.6% |
| 6M | -41.6% | +12.5% | -54.1% | -61.6% |
| YTD | -23.6% | +14.1% | -37.7% | -50.4% |
| 1Y | -24.2% | +18.9% | -43.2% | -57.6% |
| All | -24.2% | +19.6% | -43.9% | -57.6% |
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