+179.2%
URI vs VO
+32.6%
+146.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.3% |
| 7D | -9.8% | -2.6% | -7.2% | -6.2% |
| 30D | +1.7% | -0.9% | +2.7% | +3.4% |
| 3M | -9.1% | -3.0% | -6.0% | -4.6% |
| 6M | +9.9% | +2.2% | +7.7% | +6.7% |
| YTD | +31.2% | +10.6% | +20.6% | +13.9% |
| 1Y | +25.9% | +12.5% | +13.4% | +6.6% |
| 3Y | +147.4% | +61.4% | +86.0% | +28.6% |
| All | +179.2% | +32.6% | +146.5% | +89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling