+38.9%
URNJ price history and return analytics
+79.5%
-40.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -3.6% |
| 7D | -5.0% | -2.0% | -3.0% | -1.6% |
| 30D | -1.1% | -1.4% | +0.3% | +1.7% |
| 3M | +7.9% | +4.7% | +3.2% | +0.5% |
| 6M | -24.4% | +11.4% | -35.8% | -35.4% |
| YTD | -2.4% | +13.1% | -15.5% | -17.7% |
| 1Y | +3.5% | +19.0% | -15.6% | -19.1% |
| 3Y | +40.8% | +73.9% | -33.1% | -35.3% |
| All | +38.9% | +79.5% | -40.6% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling