+160.1%
VEA vs URI
+3,630.6%
-3,470.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.3% | -0.2% |
| 7D | -1.3% | +2.6% | -3.9% | -1.9% |
| 30D | 0.0% | +9.1% | -9.1% | -2.3% |
| 3M | -3.6% | +1.0% | -4.6% | -4.2% |
| 6M | -0.5% | +23.3% | -23.9% | -6.3% |
| YTD | +13.0% | +43.3% | -30.3% | +1.0% |
| 1Y | +16.3% | +35.9% | -19.7% | +5.3% |
| 3Y | +74.4% | +158.6% | -84.2% | +30.4% |
| 5Y | +55.8% | +213.1% | -157.3% | +8.1% |
| 10Y | +161.1% | +1,213.1% | -1,052.0% | +15.9% |
| All | +160.1% | +3,630.6% | -3,470.5% | -48.0% |
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