+130.5%
URI vs VNQ
+30.9%
+99.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.4% | +2.3% |
| 7D | +5.0% | -0.9% | +5.9% | +5.8% |
| 30D | -9.4% | -2.2% | -7.2% | -7.6% |
| 3M | -5.8% | -1.9% | -3.9% | -4.7% |
| 6M | +25.8% | +3.2% | +22.6% | +21.1% |
| YTD | +27.9% | +9.4% | +18.5% | +16.0% |
| 1Y | +9.7% | +7.5% | +2.2% | +1.2% |
| All | +130.5% | +30.9% | +99.6% | +70.6% |
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