+3,601.5%
URI vs VEU
+192.1%
+3,409.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +0.9% |
| 7D | -2.0% | +1.1% | -3.1% | -3.4% |
| 30D | -12.9% | +2.2% | -15.1% | -15.3% |
| 3M | -6.7% | +3.0% | -9.7% | -10.5% |
| 6M | +19.0% | +10.9% | +8.1% | +2.9% |
| YTD | +25.5% | +18.2% | +7.3% | -0.4% |
| 1Y | +5.5% | +28.3% | -22.7% | -24.6% |
| 3Y | +111.3% | +74.6% | +36.7% | +2.4% |
| 5Y | +198.6% | +56.4% | +142.2% | +69.7% |
| 10Y | +1,179.9% | +153.0% | +1,026.9% | +339.2% |
| All | +3,601.5% | +192.1% | +3,409.4% | +781.8% |
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 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