+32.9%
URI vs VIG
+19.5%
+13.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.1% | -6.5% | -7.7% |
| 7D | -4.3% | +2.7% | -7.1% | -8.7% |
| 30D | +4.6% | +7.0% | -2.4% | -6.8% |
| 3M | -2.1% | +4.0% | -6.1% | -8.5% |
| 6M | +21.9% | +12.3% | +9.6% | -0.9% |
| YTD | +39.7% | +16.4% | +23.3% | +6.8% |
| 1Y | +32.9% | +19.2% | +13.6% | -2.5% |
| All | +32.9% | +19.5% | +13.3% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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