+7,210.0%
URI vs VSH
+235.8%
+6,974.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.7% | -4.6% | -1.2% |
| 7D | -9.8% | -12.9% | +3.2% | -5.0% |
| 30D | +1.7% | -36.9% | +38.6% | +20.8% |
| 3M | -9.1% | -28.8% | +19.7% | +1.7% |
| 6M | +9.9% | -30.3% | +40.2% | +16.1% |
| YTD | +31.2% | +62.4% | -31.1% | -5.9% |
| 1Y | +25.9% | +62.5% | -36.6% | -9.9% |
| 3Y | +147.4% | +7.4% | +140.0% | +99.0% |
| 5Y | +179.7% | +25.4% | +154.3% | +109.4% |
| 10Y | +1,419.5% | +102.6% | +1,316.9% | +845.5% |
| All | +7,210.0% | +235.8% | +6,974.1% | +2,284.3% |
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