+130.5%
URI vs VTRS
+84.4%
+46.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | +5.0% | -3.5% | +8.4% | +5.9% |
| 30D | -9.4% | +2.1% | -11.5% | -10.0% |
| 3M | -5.8% | +2.6% | -8.4% | -6.8% |
| 6M | +25.8% | +17.8% | +8.1% | +19.3% |
| YTD | +27.9% | +35.7% | -7.8% | +16.0% |
| 1Y | +9.7% | +63.5% | -53.8% | -5.9% |
| All | +130.5% | +84.4% | +46.1% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling