+74.7%
URNM price history and return analytics
+65.7%
+9.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.3% |
| 7D | +3.7% | -0.1% | +3.8% | +4.0% |
| 30D | +4.4% | -0.7% | +5.0% | +5.7% |
| 3M | +6.0% | +4.0% | +2.0% | +0.4% |
| 6M | -14.6% | +12.3% | -26.9% | -27.2% |
| YTD | +3.8% | +14.0% | -10.2% | -12.8% |
| 1Y | +9.2% | +20.3% | -11.1% | -15.1% |
| 3Y | +56.9% | +75.4% | -18.6% | -31.3% |
| 5Y | +74.7% | +66.0% | +8.8% | -4.8% |
| All | +74.7% | +65.7% | +9.1% | -4.8% |
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