+31.2%
URNJ price history and return analytics
+81.1%
-50.0%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -7.1% |
| 7D | -10.6% | -1.1% | -9.4% | -8.8% |
| 30D | -6.8% | -1.0% | -5.8% | -5.1% |
| 3M | -4.8% | +3.2% | -8.0% | -9.3% |
| 6M | -28.2% | +12.5% | -40.6% | -39.7% |
| YTD | -7.9% | +14.1% | -21.9% | -23.6% |
| 1Y | -0.8% | +18.9% | -19.7% | -22.5% |
| 3Y | +28.7% | +74.1% | -45.4% | -41.1% |
| All | +31.2% | +81.1% | -50.0% | -41.4% |
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 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