+59.0%
URE price history and return analytics
+217.6%
-158.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.5% |
| 7D | +4.2% | -0.1% | +4.4% | +4.4% |
| 30D | +14.1% | -3.1% | +17.1% | +19.8% |
| 3M | +0.7% | -3.5% | +4.2% | +6.7% |
| 6M | +0.1% | +0.5% | -0.4% | -2.7% |
| YTD | +19.5% | +10.8% | +8.7% | -2.6% |
| 1Y | +15.6% | +11.9% | +3.7% | -7.5% |
| 3Y | +57.6% | +73.0% | -15.3% | -42.8% |
| 5Y | -26.0% | +58.6% | -84.7% | -66.9% |
| 10Y | +59.0% | +219.2% | -160.2% | -74.0% |
| All | +59.0% | +217.6% | -158.6% | -74.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling