+25.9%
URI vs VLTO
+18.3%
+7.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.7% | +1.1% |
| 7D | -9.8% | +5.4% | -15.2% | -10.0% |
| 30D | +1.7% | +22.3% | -20.6% | +0.7% |
| 3M | -9.1% | +19.6% | -28.7% | -9.9% |
| 6M | +9.9% | +35.2% | -25.3% | +8.2% |
| YTD | +31.2% | +17.9% | +13.4% | +28.0% |
| 1Y | +25.9% | +19.5% | +6.4% | +22.7% |
| All | +25.9% | +18.3% | +7.7% | +22.7% |
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