+1,624.5%
URI vs VTEB
+26.7%
+1,597.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -0.8% | -1.2% | -1.4% |
| 30D | -12.9% | -1.3% | -11.6% | -12.1% |
| 3M | -6.7% | -2.1% | -4.6% | -5.2% |
| 6M | +19.0% | -1.7% | +20.7% | +20.6% |
| YTD | +25.5% | -0.6% | +26.1% | +26.2% |
| 1Y | +5.5% | +3.1% | +2.5% | +3.4% |
| 3Y | +111.3% | +9.2% | +102.1% | +98.2% |
| 5Y | +198.6% | +2.2% | +196.4% | +189.4% |
| 10Y | +1,179.9% | +18.8% | +1,161.1% | +1,679.3% |
| All | +1,624.5% | +26.7% | +1,597.8% | +3,477.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling