+33.1%
URI vs VCLT
-2.7%
+35.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.3% | +6.6% | +6.6% |
| 7D | -4.0% | +1.2% | -5.3% | -5.2% |
| 30D | +6.8% | +3.4% | +3.4% | +3.4% |
| 3M | -2.8% | -0.9% | -1.9% | -2.0% |
| 6M | +20.9% | -3.1% | +24.0% | +25.1% |
| YTD | +40.2% | -2.4% | +42.6% | +43.7% |
| All | +33.1% | -2.7% | +35.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling