+179.2%
URI vs VOO
+67.9%
+111.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.7% |
| 7D | -9.8% | -2.7% | -7.1% | -6.4% |
| 30D | +1.7% | -5.4% | +7.1% | +9.6% |
| 3M | -9.1% | -4.1% | -5.0% | -3.8% |
| 6M | +9.9% | +0.7% | +9.1% | +8.4% |
| YTD | +31.2% | +8.7% | +22.5% | +16.3% |
| 1Y | +25.9% | +11.0% | +15.0% | +8.6% |
| 3Y | +147.4% | +75.5% | +71.9% | +14.4% |
| All | +179.2% | +67.9% | +111.3% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling