+148.1%
URG price history and return analytics
+229.8%
-81.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -5.0% |
| 7D | -7.9% | -1.1% | -6.8% | -6.4% |
| 30D | -4.4% | -1.0% | -3.5% | -2.9% |
| 3M | -17.8% | +3.2% | -21.0% | -20.8% |
| 6M | -16.8% | +12.5% | -29.3% | -28.0% |
| YTD | -7.2% | +14.1% | -21.3% | -20.8% |
| 1Y | -12.8% | +18.9% | -31.7% | -29.5% |
| 3Y | -12.2% | +74.1% | -86.3% | -57.2% |
| 5Y | -22.3% | +66.9% | -89.2% | -57.9% |
| All | +148.1% | +229.8% | -81.7% | -43.2% |
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