+38.8%
URTY price history and return analytics
+224.7%
-185.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | -1.4% |
| 7D | -2.2% | -0.7% | -1.5% | +1.4% |
| 30D | +3.1% | -1.7% | +4.9% | +11.3% |
| 3M | -20.2% | -2.3% | -17.9% | -11.8% |
| 6M | -10.1% | +1.5% | -11.6% | -11.9% |
| YTD | +30.1% | +12.0% | +18.0% | -7.5% |
| 1Y | +30.8% | +12.9% | +18.0% | -8.2% |
| 3Y | +147.0% | +74.9% | +72.0% | -53.8% |
| 5Y | -44.2% | +59.9% | -104.1% | -80.3% |
| All | +38.8% | +224.7% | -185.8% | -90.9% |
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