+24.6%
URI vs VLTO
+17.3%
+7.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -7.1% |
| 7D | -12.9% | +12.0% | -24.9% | -13.4% |
| 30D | -3.4% | +20.8% | -24.2% | -4.4% |
| 3M | -10.0% | +20.1% | -30.1% | -10.9% |
| 6M | +12.2% | +32.6% | -20.4% | +10.4% |
| YTD | +29.8% | +17.3% | +12.4% | +26.6% |
| 1Y | +24.6% | +17.3% | +7.3% | +21.7% |
| All | +24.6% | +17.3% | +7.3% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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