+149.5%
URI vs VTRS
+158.7%
-9.2%
-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 | +6.7% | +4.6% | +2.2% | +5.6% |
| 30D | +8.9% | +19.4% | -10.5% | +4.2% |
| 3M | +0.5% | +30.8% | -30.2% | -6.0% |
| 6M | +20.7% | +21.6% | -1.0% | +14.4% |
| YTD | +40.0% | +71.2% | -31.1% | +20.3% |
| 1Y | +34.4% | +97.6% | -63.2% | +11.0% |
| 3Y | +149.5% | +163.9% | -14.4% | +61.4% |
| All | +149.5% | +158.7% | -9.2% | +61.4% |
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