+72.7%
IVV vs URI
+199.0%
-126.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.9% | -4.5% | +0.6% |
| 7D | +0.1% | -4.0% | +4.1% | +1.1% |
| 30D | -3.3% | +6.8% | -10.1% | -5.1% |
| 3M | -2.4% | -2.8% | +0.4% | -2.0% |
| 6M | +2.6% | +20.9% | -18.3% | -3.3% |
| YTD | +11.3% | +40.2% | -28.9% | -1.2% |
| 1Y | +13.4% | +34.1% | -20.6% | +2.0% |
| 3Y | +80.3% | +164.1% | -83.9% | +24.7% |
| 5Y | +72.7% | +199.3% | -126.6% | +8.5% |
| All | +72.7% | +199.0% | -126.2% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling