+735.8%
IVV vs URI
+7,313.7%
-6,577.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.1% | +2.7% | -2.9% |
| 7D | -4.8% | -12.9% | +8.2% | -1.9% |
| 30D | -5.9% | -3.4% | -2.5% | -5.3% |
| 3M | -4.5% | -10.0% | +5.5% | -2.6% |
| 6M | +1.8% | +12.2% | -10.3% | -1.4% |
| YTD | +8.4% | +29.8% | -21.4% | +0.3% |
| 1Y | +9.4% | +24.6% | -15.2% | +2.1% |
| 3Y | +75.3% | +137.6% | -62.3% | +39.1% |
| 5Y | +67.8% | +176.6% | -108.9% | +26.4% |
| 10Y | +314.2% | +1,402.6% | -1,088.4% | +105.3% |
| All | +735.8% | +7,313.7% | -6,577.8% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling