+1,218.8%
URI vs VOO
+317.9%
+900.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.5% | +3.4% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | +6.8% | -3.3% | +10.1% | +12.3% |
| 3M | -2.8% | -2.4% | -0.4% | +0.8% |
| 6M | +20.9% | +2.6% | +18.3% | +16.0% |
| YTD | +40.2% | +11.3% | +29.0% | +19.0% |
| 1Y | +34.1% | +13.4% | +20.6% | +10.7% |
| 3Y | +164.1% | +80.3% | +83.9% | +9.7% |
| 5Y | +199.3% | +72.7% | +126.6% | +35.2% |
| 10Y | +1,218.8% | +310.0% | +908.8% | +70.3% |
| All | +1,218.8% | +317.9% | +900.9% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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