+310.3%
IVV vs URI
+1,173.3%
-863.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.1% |
| 7D | +2.6% | +6.7% | -4.2% | +0.7% |
| 30D | -2.0% | +8.9% | -10.9% | -4.5% |
| 3M | -2.8% | +0.5% | -3.3% | -3.3% |
| 6M | +2.2% | +20.7% | -18.5% | -4.0% |
| YTD | +11.5% | +40.0% | -28.5% | -1.4% |
| 1Y | +13.5% | +34.4% | -20.9% | +1.4% |
| 3Y | +78.1% | +149.5% | -71.4% | +28.0% |
| 5Y | +73.1% | +205.6% | -132.5% | +13.0% |
| All | +310.3% | +1,173.3% | -863.0% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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