+152.7%
URI vs VNQ
+44.6%
+108.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +9.3% | +0.2% | +9.1% | +9.2% |
| 30D | +7.6% | +5.8% | +1.8% | +2.2% |
| 3M | +1.0% | 0.0% | +1.1% | +1.0% |
| 6M | +19.8% | +1.5% | +18.4% | +17.3% |
| YTD | +41.9% | +12.1% | +29.8% | +26.0% |
| 1Y | +33.4% | +10.6% | +22.8% | +20.1% |
| All | +152.7% | +44.6% | +108.1% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling