+399.6%
URNM price history and return analytics
+133.8%
+265.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -5.2% |
| 7D | -8.2% | -1.1% | -7.1% | -6.9% |
| 30D | -5.4% | -1.0% | -4.4% | -4.1% |
| 3M | -3.5% | +3.2% | -6.7% | -6.8% |
| 6M | -22.4% | +12.5% | -34.9% | -31.8% |
| YTD | -4.6% | +14.1% | -18.6% | -16.9% |
| 1Y | +1.3% | +18.9% | -17.6% | -15.9% |
| 3Y | +41.4% | +74.1% | -32.7% | -24.6% |
| 5Y | +44.9% | +66.9% | -21.9% | -17.0% |
| All | +399.6% | +133.8% | +265.8% | +124.6% |
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