+6,157.0%
URI vs VT
+356.1%
+5,800.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | +1.1% | -1.6% | +2.7% | +3.7% |
| 30D | +8.7% | -2.5% | +11.2% | +13.0% |
| 3M | +5.5% | -1.3% | +6.8% | +7.6% |
| 6M | +24.3% | +3.1% | +21.2% | +18.0% |
| YTD | +46.1% | +10.9% | +35.1% | +23.1% |
| 1Y | +38.2% | +12.1% | +26.1% | +14.7% |
| 3Y | +167.5% | +73.9% | +93.6% | +14.0% |
| 5Y | +220.2% | +58.0% | +162.2% | +62.3% |
| 10Y | +1,588.7% | +225.5% | +1,363.2% | +212.0% |
| All | +6,157.0% | +356.1% | +5,800.9% | +517.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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