+16.3%
URNJ price history and return analytics
+23.4%
-7.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +1.9% |
| 7D | -6.7% | +0.1% | -6.8% | -6.8% |
| 30D | +12.4% | +0.8% | +11.6% | +10.4% |
| 3M | -8.4% | +2.8% | -11.2% | -13.2% |
| 6M | -22.2% | +13.0% | -35.1% | -40.2% |
| YTD | +2.7% | +15.4% | -12.6% | -23.4% |
| All | +16.3% | +23.4% | -7.1% | -22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling