+29.8%
URSP price history and return analytics
+19.1%
+10.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.7% |
| 7D | +3.4% | +2.9% | +0.5% | -0.2% |
| 30D | +6.4% | -2.5% | +8.9% | +9.9% |
| 3M | -1.1% | -3.3% | +2.3% | +3.3% |
| 6M | +15.2% | +1.5% | +13.7% | +12.7% |
| YTD | +27.8% | +11.4% | +16.4% | +9.3% |
| 1Y | +29.2% | +11.9% | +17.3% | +9.5% |
| All | +29.8% | +19.1% | +10.7% | 0.0% |
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