+25.9%
URI vs VO
+11.7%
+14.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.3% |
| 7D | -9.8% | -2.6% | -7.2% | -5.9% |
| 30D | +1.7% | -0.9% | +2.7% | +3.6% |
| 3M | -9.1% | -3.0% | -6.0% | -4.3% |
| 6M | +9.9% | +2.2% | +7.7% | +6.6% |
| YTD | +31.2% | +10.6% | +20.6% | +12.1% |
| 1Y | +25.9% | +12.5% | +13.4% | +5.1% |
| All | +25.9% | +11.7% | +14.2% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling