-51.4%
VG vs URI
+34.8%
-86.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.1% | +3.1% | -1.9% |
| 7D | -22.0% | -12.9% | -9.1% | -18.8% |
| 30D | -14.7% | -3.4% | -11.3% | -13.8% |
| 3M | -7.1% | -10.0% | +2.9% | -4.4% |
| 6M | -11.2% | +12.2% | -23.3% | -16.5% |
| YTD | +69.8% | +29.8% | +40.1% | +42.6% |
| 1Y | +49.9% | +24.6% | +25.3% | +29.7% |
| All | -51.4% | +34.8% | -86.2% | -67.2% |
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