+6,930.2%
URI vs VTRS
+145.2%
+6,785.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | -12.5% | +1.9% | -14.4% | -13.2% |
| 3M | -6.2% | +5.1% | -11.2% | -8.5% |
| 6M | +25.9% | +20.1% | +5.8% | +16.3% |
| YTD | +26.2% | +36.6% | -10.4% | +10.4% |
| 1Y | +5.5% | +64.1% | -58.6% | -14.5% |
| 3Y | +125.0% | +86.4% | +38.6% | +68.0% |
| 5Y | +210.4% | +40.9% | +169.5% | +150.3% |
| 10Y | +1,157.2% | -48.7% | +1,205.9% | +1,261.7% |
| All | +6,930.2% | +145.2% | +6,785.1% | +4,498.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling