+1,157.2%
URI vs VOO
+314.0%
+843.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.4% |
| 7D | +2.5% | +0.5% | +2.0% | +1.7% |
| 30D | -12.5% | -0.9% | -11.6% | -11.3% |
| 3M | -6.2% | +3.9% | -10.1% | -11.6% |
| 6M | +25.9% | +14.5% | +11.3% | +2.1% |
| YTD | +26.2% | +13.0% | +13.2% | +4.6% |
| 1Y | +5.5% | +19.4% | -13.9% | -19.8% |
| 3Y | +125.0% | +78.9% | +46.1% | -5.8% |
| 5Y | +210.4% | +82.3% | +128.1% | +28.3% |
| 10Y | +1,157.2% | +314.2% | +843.0% | +28.1% |
| All | +1,157.2% | +314.0% | +843.2% | +28.1% |
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