-39.3%
VG vs URI
+30.4%
-69.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.9% |
| 7D | +1.7% | -2.0% | +3.7% | +2.2% |
| 30D | +16.0% | -12.9% | +29.0% | +20.6% |
| 3M | +9.7% | -6.7% | +16.5% | +10.7% |
| 6M | +29.6% | +19.0% | +10.6% | +17.5% |
| YTD | +112.0% | +25.5% | +86.5% | +79.9% |
| 1Y | +12.8% | +5.5% | +7.3% | +9.0% |
| All | -39.3% | +30.4% | -69.8% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling