+160.5%
VEA vs URI
+1,173.3%
-1,012.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.3% |
| 7D | +2.3% | +6.7% | -4.5% | +0.6% |
| 30D | +0.2% | +8.9% | -8.7% | -2.1% |
| 3M | -5.3% | +0.5% | -5.9% | -5.8% |
| 6M | -0.9% | +20.7% | -21.6% | -6.2% |
| YTD | +12.2% | +40.0% | -27.8% | +0.7% |
| 1Y | +16.1% | +34.4% | -18.3% | +5.3% |
| 3Y | +73.0% | +149.5% | -76.5% | +28.3% |
| 5Y | +53.7% | +205.6% | -151.9% | +4.4% |
| All | +160.5% | +1,173.3% | -1,012.9% | +19.1% |
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