+51.4%
UROY price history and return analytics
+65.7%
-14.3%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.8% |
| 7D | +11.9% | -0.1% | +12.0% | +12.1% |
| 30D | +16.2% | -0.7% | +16.9% | +17.8% |
| 3M | +58.4% | +4.0% | +54.4% | +47.5% |
| 6M | +30.1% | +12.3% | +17.8% | +6.9% |
| YTD | +35.6% | +14.0% | +21.6% | +9.9% |
| 1Y | +49.5% | +20.3% | +29.2% | +11.3% |
| 3Y | +92.8% | +75.4% | +17.3% | -25.4% |
| 5Y | +51.4% | +66.0% | -14.5% | -22.5% |
| All | +51.4% | +65.7% | -14.3% | -22.5% |
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