+163.6%
VEA vs URI
+1,196.9%
-1,033.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.2% |
| 7D | +0.3% | +5.0% | -4.7% | -0.9% |
| 30D | +0.4% | -9.4% | +9.8% | +2.8% |
| 3M | +4.8% | -5.8% | +10.6% | +5.9% |
| 6M | +11.3% | +25.8% | -14.6% | +3.8% |
| YTD | +17.4% | +27.9% | -10.5% | +8.3% |
| 1Y | +26.2% | +9.7% | +16.5% | +20.7% |
| 3Y | +77.7% | +128.0% | -50.3% | +36.0% |
| 5Y | +60.9% | +212.4% | -151.5% | +9.9% |
| 10Y | +163.6% | +1,271.8% | -1,108.3% | +25.8% |
| All | +163.6% | +1,196.9% | -1,033.3% | +25.8% |
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