+6,893.4%
URI vs VSH
+357.3%
+6,536.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | -0.2% |
| 7D | -2.0% | +4.1% | -6.0% | -3.6% |
| 30D | -12.9% | -4.2% | -8.8% | -11.9% |
| 3M | -6.7% | -50.0% | +43.2% | +19.1% |
| 6M | +19.0% | +80.2% | -61.2% | -14.7% |
| YTD | +25.5% | +121.1% | -95.6% | -18.9% |
| 1Y | +5.5% | +112.0% | -106.5% | -31.3% |
| 3Y | +111.3% | +22.5% | +88.8% | +65.4% |
| 5Y | +198.6% | +64.0% | +134.5% | +104.8% |
| 10Y | +1,179.9% | +170.4% | +1,009.5% | +622.7% |
| All | +6,893.4% | +357.3% | +6,536.1% | +1,954.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling