+3,769.1%
URI vs VEU
+168.5%
+3,600.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -9.8% | -1.6% | -8.1% | -7.9% |
| 30D | +1.7% | -4.3% | +6.1% | +7.6% |
| 3M | -9.1% | -5.8% | -3.2% | -1.9% |
| 6M | +9.9% | -4.4% | +14.2% | +15.3% |
| YTD | +31.2% | +8.7% | +22.6% | +15.8% |
| 1Y | +25.9% | +12.6% | +13.3% | +6.2% |
| 3Y | +147.4% | +65.2% | +82.1% | +28.0% |
| 5Y | +179.7% | +45.5% | +134.2% | +73.9% |
| 10Y | +1,419.5% | +142.7% | +1,276.8% | +450.5% |
| All | +3,769.1% | +168.5% | +3,600.5% | +924.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling