+210.4%
URI vs VEU
+56.3%
+154.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | +2.5% | +1.7% | +0.9% | +0.5% |
| 30D | -12.5% | +1.0% | -13.5% | -13.6% |
| 3M | -6.2% | +5.6% | -11.8% | -12.4% |
| 6M | +25.9% | +13.7% | +12.2% | +5.8% |
| YTD | +26.2% | +17.7% | +8.5% | +0.7% |
| 1Y | +5.5% | +25.8% | -20.3% | -23.0% |
| 3Y | +125.0% | +77.1% | +47.9% | +2.6% |
| 5Y | +210.4% | +57.1% | +153.3% | +69.8% |
| All | +210.4% | +56.3% | +154.2% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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