+5.6%
URAA price history and return analytics
+47.6%
-42.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -9.8% |
| 7D | -11.7% | -1.1% | -10.6% | -8.5% |
| 30D | -10.3% | -1.0% | -9.3% | -6.5% |
| 3M | -13.5% | +3.2% | -16.7% | -19.7% |
| 6M | -41.6% | +12.5% | -54.1% | -56.2% |
| YTD | -23.6% | +14.1% | -37.7% | -42.9% |
| 1Y | -24.2% | +18.9% | -43.2% | -48.3% |
| All | +5.6% | +47.6% | -42.0% | -55.3% |
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