+525.7%
URTY price history and return analytics
+437.7%
+88.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.0% |
| 7D | -7.0% | -2.3% | -4.7% | +1.5% |
| 30D | -6.4% | -5.0% | -1.4% | +12.5% |
| 3M | -25.7% | -4.9% | -20.8% | -10.6% |
| 6M | -19.9% | -1.5% | -18.4% | -12.8% |
| YTD | +18.0% | +8.5% | +9.5% | -4.6% |
| 1Y | +24.3% | +11.4% | +12.9% | -6.9% |
| 3Y | +110.9% | +70.1% | +40.9% | -52.2% |
| 5Y | -51.0% | +53.7% | -104.8% | -78.6% |
| 10Y | +73.6% | +220.0% | -146.4% | -84.4% |
| All | +525.7% | +437.7% | +88.1% | -76.7% |
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