+40.8%
URAN price history and return analytics
+39.1%
+1.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -4.9% |
| 7D | -6.1% | -1.1% | -5.0% | -4.7% |
| 30D | -4.1% | -1.0% | -3.1% | -2.7% |
| 3M | -3.1% | +3.2% | -6.3% | -7.0% |
| 6M | -19.3% | +12.5% | -31.8% | -30.6% |
| YTD | -9.3% | +14.1% | -23.3% | -22.9% |
| 1Y | -4.4% | +18.9% | -23.3% | -22.4% |
| All | +40.8% | +39.1% | +1.6% | -1.5% |
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