+8,263.8%
URI vs VOO
+777.9%
+7,486.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.6% |
| 7D | -9.8% | -2.7% | -7.1% | -5.7% |
| 30D | +1.7% | -5.4% | +7.1% | +11.3% |
| 3M | -9.1% | -4.1% | -5.0% | -2.8% |
| 6M | +9.9% | +0.7% | +9.1% | +7.9% |
| YTD | +31.2% | +8.7% | +22.5% | +13.3% |
| 1Y | +25.9% | +11.0% | +15.0% | +5.2% |
| 3Y | +147.4% | +75.5% | +71.9% | -3.6% |
| 5Y | +179.7% | +68.4% | +111.4% | +18.1% |
| 10Y | +1,419.5% | +315.7% | +1,103.9% | +25.5% |
| All | +8,263.8% | +777.9% | +7,486.0% | +67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling