+454.5%
V vs URI
+1,189.1%
-734.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | +0.6% | -6.0% | +6.6% | +2.1% |
| 30D | +9.7% | +4.6% | +5.1% | +8.1% |
| 3M | +17.3% | -2.7% | +20.0% | +17.5% |
| 6M | +33.2% | +18.4% | +14.8% | +25.6% |
| YTD | +21.3% | +37.4% | -16.0% | +7.5% |
| 1Y | +27.3% | +30.4% | -3.0% | +14.4% |
| 3Y | +76.1% | +147.9% | -71.8% | +24.6% |
| 5Y | +103.5% | +202.1% | -98.6% | +30.1% |
| 10Y | +454.5% | +1,182.4% | -728.0% | +144.0% |
| All | +454.5% | +1,189.1% | -734.6% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling