-12.2%
URG price history and return analytics
+74.2%
-86.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -5.2% |
| 7D | -7.9% | -1.1% | -6.8% | -6.2% |
| 30D | -4.4% | -1.0% | -3.5% | -2.7% |
| 3M | -17.8% | +3.2% | -21.0% | -21.1% |
| 6M | -16.8% | +12.5% | -29.3% | -28.5% |
| YTD | -7.2% | +14.1% | -21.3% | -21.2% |
| 1Y | -12.8% | +18.9% | -31.7% | -30.0% |
| 3Y | -12.2% | +74.1% | -86.3% | -51.3% |
| All | -12.2% | +74.2% | -86.5% | -51.3% |
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