-14.3%
UROY price history and return analytics
+69.5%
-83.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | -8.6% | +2.4% | -10.9% | -12.4% |
| 30D | -25.7% | -1.5% | -24.2% | -23.3% |
| 3M | -31.7% | -4.1% | -27.6% | -25.9% |
| 6M | -31.9% | +0.6% | -32.4% | -31.7% |
| YTD | -21.5% | +11.0% | -32.5% | -33.0% |
| 1Y | -24.9% | +13.3% | -38.2% | -38.0% |
| 3Y | -1.8% | +73.4% | -75.2% | -61.1% |
| 5Y | -49.5% | +57.4% | -106.9% | -73.1% |
| All | -14.3% | +69.5% | -83.8% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling