+209.5%
URI vs VTEB
+2.8%
+206.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | 0.0% |
| 7D | +9.3% | -0.7% | +10.1% | +10.4% |
| 30D | +7.6% | +2.7% | +4.9% | +4.0% |
| 3M | +1.0% | -1.2% | +2.3% | +2.6% |
| 6M | +19.8% | -1.0% | +20.8% | +21.4% |
| YTD | +41.9% | -0.2% | +42.0% | +42.4% |
| 1Y | +33.4% | +0.1% | +33.3% | +33.5% |
| 3Y | +156.0% | +10.8% | +145.3% | +119.9% |
| 5Y | +209.5% | +2.9% | +206.6% | +153.2% |
| All | +209.5% | +2.8% | +206.8% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling