+32.9%
URI vs VYM
+21.8%
+11.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -6.4% |
| 7D | -4.3% | +1.2% | -5.5% | -6.2% |
| 30D | +4.6% | +5.2% | -0.6% | -4.1% |
| 3M | -2.1% | +0.5% | -2.6% | -3.1% |
| 6M | +21.9% | +7.7% | +14.2% | +6.1% |
| YTD | +39.7% | +17.2% | +22.5% | +4.6% |
| 1Y | +32.9% | +21.7% | +11.2% | -6.7% |
| All | +32.9% | +21.8% | +11.1% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling