+32.9%
URI vs VSH
+62.1%
-29.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.1% | +0.7% | -3.6% |
| 7D | -4.3% | -13.6% | +9.3% | -2.2% |
| 30D | +4.6% | -30.4% | +35.0% | +10.2% |
| 3M | -2.1% | -33.3% | +31.2% | +3.2% |
| 6M | +21.9% | -15.1% | +37.0% | +23.3% |
| YTD | +39.7% | +80.2% | -40.5% | +15.6% |
| 1Y | +32.9% | +63.4% | -30.5% | +13.5% |
| All | +32.9% | +62.1% | -29.2% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling