-0.8%
URNJ price history and return analytics
+19.6%
-20.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -7.7% |
| 7D | -10.6% | -1.1% | -9.4% | -8.2% |
| 30D | -6.8% | -1.0% | -5.8% | -4.4% |
| 3M | -4.8% | +3.2% | -8.0% | -11.4% |
| 6M | -28.2% | +12.5% | -40.6% | -44.5% |
| YTD | -7.9% | +14.1% | -21.9% | -29.7% |
| 1Y | -0.8% | +18.9% | -19.7% | -29.9% |
| All | -0.8% | +19.6% | -20.4% | -29.9% |
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