+30.7%
URTY price history and return analytics
+221.8%
-191.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | 0.0% |
| 7D | +3.8% | +2.4% | +1.4% | -4.1% |
| 30D | +4.3% | -1.5% | +5.8% | +11.6% |
| 3M | -26.6% | -4.1% | -22.5% | -13.2% |
| 6M | -12.9% | +0.6% | -13.4% | -11.6% |
| YTD | +22.4% | +11.0% | +11.4% | -10.0% |
| 1Y | +35.4% | +13.3% | +22.1% | -6.6% |
| 3Y | +132.8% | +73.4% | +59.4% | -55.0% |
| 5Y | -47.6% | +57.4% | -105.0% | -80.4% |
| All | +30.7% | +221.8% | -191.0% | -91.1% |
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