+96.3%
VCIT vs URI
+11,077.8%
-10,981.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.3% |
| 7D | +0.5% | -12.9% | +13.4% | +0.5% |
| 30D | +2.1% | -3.4% | +5.5% | +2.1% |
| 3M | -1.6% | -10.0% | +8.4% | -1.5% |
| 6M | -1.6% | +12.2% | -13.8% | -1.7% |
| YTD | -1.5% | +29.8% | -31.3% | -1.7% |
| 1Y | -0.4% | +24.6% | -25.0% | -0.6% |
| 3Y | +19.6% | +137.6% | -118.0% | +18.8% |
| 5Y | +3.3% | +176.6% | -173.4% | +2.4% |
| 10Y | +28.9% | +1,402.6% | -1,373.7% | +29.1% |
| All | +96.3% | +11,077.8% | -10,981.5% | +105.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling