+204.5%
URI vs VOO
+72.6%
+131.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.8% |
| 7D | +6.7% | +2.6% | +4.1% | +3.3% |
| 30D | +8.9% | -2.0% | +10.8% | +12.0% |
| 3M | +0.5% | -2.8% | +3.3% | +4.6% |
| 6M | +20.7% | +2.2% | +18.5% | +17.1% |
| YTD | +40.0% | +11.5% | +28.5% | +20.2% |
| 1Y | +34.4% | +13.5% | +20.9% | +12.7% |
| 3Y | +149.5% | +78.1% | +71.4% | +13.3% |
| All | +204.5% | +72.6% | +131.9% | +45.0% |
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