+1,186.2%
URI vs ITOT
+300.1%
+886.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -2.9% |
| 7D | -0.5% | -2.0% | +1.6% | +2.7% |
| 30D | -13.4% | -2.0% | -11.4% | -10.7% |
| 3M | -6.2% | +4.5% | -10.8% | -12.5% |
| 6M | +28.0% | +12.6% | +15.3% | +6.2% |
| YTD | +23.0% | +12.0% | +11.0% | +3.0% |
| 1Y | +5.5% | +17.3% | -11.7% | -17.7% |
| 3Y | +119.2% | +75.2% | +43.9% | -6.3% |
| 5Y | +201.0% | +74.0% | +127.0% | +32.4% |
| All | +1,186.2% | +300.1% | +886.1% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ITOT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling