+159.0%
VEA vs URI
+1,190.2%
-1,031.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.3% |
| 7D | 0.0% | -6.0% | +6.0% | +1.4% |
| 30D | -1.4% | +4.6% | -6.0% | -2.7% |
| 3M | -4.1% | -2.7% | -1.4% | -3.8% |
| 6M | -1.3% | +18.4% | -19.7% | -6.1% |
| YTD | +12.1% | +37.4% | -25.3% | +1.1% |
| 1Y | +16.1% | +30.4% | -14.3% | +6.1% |
| 3Y | +73.0% | +147.9% | -74.9% | +28.6% |
| 5Y | +55.1% | +202.1% | -146.9% | +5.7% |
| All | +159.0% | +1,190.2% | -1,031.2% | +19.5% |
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