+213.1%
URI vs VO
+38.8%
+174.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +2.3% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +9.1% | +2.0% | +7.1% | +6.2% |
| 3M | +1.0% | -0.3% | +1.3% | +1.8% |
| 6M | +23.3% | +7.3% | +16.1% | +11.6% |
| YTD | +43.3% | +15.0% | +28.3% | +17.5% |
| 1Y | +35.9% | +14.7% | +21.2% | +12.0% |
| 3Y | +158.6% | +67.3% | +91.4% | +27.7% |
| 5Y | +213.1% | +38.8% | +174.3% | +98.6% |
| All | +213.1% | +38.8% | +174.3% | +98.6% |
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