-28.0%
URG price history and return analytics
+390.7%
-418.7%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | +3.7% | +1.0% | +2.7% | +2.5% |
| 30D | -0.7% | -0.2% | -0.5% | -0.2% |
| 3M | -14.7% | +4.5% | -19.3% | -18.6% |
| 6M | -2.1% | +14.1% | -16.2% | -15.5% |
| YTD | 0.0% | +14.8% | -14.8% | -13.8% |
| 1Y | -4.1% | +21.2% | -25.3% | -22.5% |
| 3Y | -3.5% | +76.6% | -80.0% | -50.1% |
| 5Y | -7.9% | +66.6% | -74.5% | -45.7% |
| 10Y | +167.3% | +222.3% | -55.0% | -24.7% |
| All | -28.0% | +390.7% | -418.7% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling