+7,802.5%
URI vs VSH
+300.9%
+7,501.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | +0.9% |
| 7D | +9.3% | +26.2% | -16.9% | -0.9% |
| 30D | +7.6% | -12.5% | +20.1% | +11.7% |
| 3M | +1.0% | -16.9% | +18.0% | +6.1% |
| 6M | +19.8% | -17.0% | +36.8% | +17.8% |
| YTD | +41.9% | +93.8% | -52.0% | -5.6% |
| 1Y | +33.4% | +99.3% | -66.0% | -12.5% |
| 3Y | +156.0% | +35.0% | +121.0% | +86.9% |
| 5Y | +209.5% | +45.8% | +163.7% | +117.4% |
| 10Y | +1,199.8% | +127.1% | +1,072.6% | +667.3% |
| All | +7,802.5% | +300.9% | +7,501.6% | +2,291.0% |
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