+209.5%
URI vs ITOT
+65.7%
+143.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | +9.3% | +3.3% | +6.0% | +4.8% |
| 30D | +7.6% | -2.5% | +10.1% | +11.5% |
| 3M | +1.0% | -2.3% | +3.4% | +4.5% |
| 6M | +19.8% | +3.0% | +16.8% | +14.9% |
| YTD | +41.9% | +11.9% | +29.9% | +21.2% |
| 1Y | +33.4% | +12.0% | +21.4% | +14.0% |
| 3Y | +156.0% | +77.8% | +78.2% | +17.2% |
| 5Y | +209.5% | +65.0% | +144.5% | +57.8% |
| All | +209.5% | +65.7% | +143.8% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling