+6,711.8%
URI vs VNQ
+392.5%
+6,319.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.2% |
| 7D | -2.0% | -1.3% | -0.7% | -1.0% |
| 30D | -12.9% | -2.9% | -10.0% | -10.8% |
| 3M | -6.7% | +0.8% | -7.5% | -7.8% |
| 6M | +19.0% | +2.5% | +16.5% | +16.3% |
| YTD | +25.5% | +10.6% | +14.9% | +14.9% |
| 1Y | +5.5% | +9.1% | -3.5% | -2.2% |
| 3Y | +111.3% | +31.0% | +80.3% | +69.2% |
| 5Y | +198.6% | +4.9% | +193.6% | +188.5% |
| 10Y | +1,179.9% | +59.5% | +1,120.5% | +795.4% |
| All | +6,711.8% | +392.5% | +6,319.3% | +1,755.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling