+653.7%
URTY price history and return analytics
+465.3%
+188.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -2.0% |
| 7D | -7.3% | -1.1% | -6.2% | -3.6% |
| 30D | -14.2% | -1.0% | -13.2% | -11.0% |
| 3M | -4.7% | +3.2% | -7.9% | -13.8% |
| 6M | +36.4% | +12.5% | +23.9% | -5.0% |
| YTD | +42.1% | +14.1% | +28.1% | -4.2% |
| 1Y | +45.2% | +18.9% | +26.3% | -12.7% |
| 3Y | +102.0% | +74.1% | +27.9% | -57.6% |
| 5Y | -24.0% | +66.9% | -90.8% | -74.8% |
| 10Y | +81.0% | +228.3% | -147.3% | -85.2% |
| All | +653.7% | +465.3% | +188.4% | -76.6% |
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