+1,135.8%
URI vs VO
+197.6%
+938.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +6.7% | +3.1% | +3.6% | +2.0% |
| 30D | +8.9% | +2.2% | +6.7% | +5.6% |
| 3M | +0.5% | -2.5% | +3.0% | +5.0% |
| 6M | +20.7% | +7.0% | +13.7% | +9.2% |
| YTD | +40.0% | +14.0% | +26.0% | +15.3% |
| 1Y | +34.4% | +15.6% | +18.8% | +8.3% |
| 3Y | +149.5% | +66.2% | +83.3% | +18.3% |
| 5Y | +205.6% | +36.6% | +168.9% | +100.6% |
| All | +1,135.8% | +197.6% | +938.2% | +179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling