+26.6%
URE price history and return analytics
+222.7%
-196.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.0% |
| 7D | -1.5% | -0.1% | -1.3% | -1.2% |
| 30D | -4.7% | -0.7% | -4.0% | -3.6% |
| 3M | -6.8% | +4.0% | -10.8% | -14.0% |
| 6M | +1.3% | +12.3% | -11.0% | -18.7% |
| YTD | +13.1% | +14.0% | -0.9% | -12.0% |
| 1Y | +6.6% | +20.3% | -13.7% | -24.8% |
| 3Y | +30.9% | +75.4% | -44.6% | -53.0% |
| 5Y | -27.7% | +66.0% | -93.7% | -70.0% |
| 10Y | +26.6% | +228.2% | -201.6% | -81.5% |
| All | +26.6% | +222.7% | -196.1% | -81.5% |
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 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