+98.0%
VCIT vs URI
+10,714.6%
-10,616.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.3% | -2.0% | +1.6% | -0.3% |
| 30D | -0.8% | -12.9% | +12.2% | -0.7% |
| 3M | -1.0% | -6.7% | +5.7% | -1.0% |
| 6M | -1.8% | +19.0% | -20.8% | -2.0% |
| YTD | -0.7% | +25.5% | -26.2% | -0.9% |
| 1Y | +1.0% | +5.5% | -4.6% | +0.9% |
| 3Y | +18.8% | +111.3% | -92.5% | +18.2% |
| 5Y | +3.5% | +198.6% | -195.1% | +2.7% |
| 10Y | +29.2% | +1,179.9% | -1,150.7% | +29.3% |
| All | +98.0% | +10,714.6% | -10,616.6% | +106.7% |
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