+3,950.0%
URI vs VEU
+174.2%
+3,775.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.2% |
| 7D | -6.0% | +0.5% | -6.5% | -6.5% |
| 30D | +4.6% | -2.3% | +6.9% | +7.8% |
| 3M | -2.7% | -4.4% | +1.7% | +3.0% |
| 6M | +18.4% | -2.2% | +20.5% | +20.9% |
| YTD | +37.4% | +10.9% | +26.4% | +18.2% |
| 1Y | +30.4% | +13.4% | +17.0% | +9.2% |
| 3Y | +147.9% | +69.7% | +78.2% | +24.1% |
| 5Y | +202.1% | +50.0% | +152.1% | +81.0% |
| 10Y | +1,182.4% | +145.8% | +1,036.7% | +357.9% |
| All | +3,950.0% | +174.2% | +3,775.8% | +946.0% |
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