+312.0%
IVV vs URI
+1,189.9%
-877.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | +3.3% | +9.3% | -6.0% | +0.8% |
| 30D | -2.7% | +7.6% | -10.3% | -4.8% |
| 3M | -1.7% | +1.0% | -2.7% | -2.4% |
| 6M | +3.2% | +19.8% | -16.7% | -2.9% |
| YTD | +12.0% | +41.9% | -29.9% | -1.4% |
| 1Y | +12.1% | +33.4% | -21.3% | +0.5% |
| 3Y | +78.6% | +156.0% | -77.4% | +27.4% |
| 5Y | +73.8% | +209.5% | -135.7% | +13.1% |
| All | +312.0% | +1,189.9% | -877.8% | +74.3% |
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