-49.4%
VG vs URI
+45.2%
-94.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.4% | -3.3% | -6.4% |
| 7D | -16.4% | -4.3% | -12.0% | -15.3% |
| 30D | -10.8% | +4.6% | -15.4% | -11.9% |
| 3M | -6.3% | -2.1% | -4.2% | -6.0% |
| 6M | -12.5% | +21.9% | -34.4% | -19.8% |
| YTD | +76.9% | +39.7% | +37.2% | +45.4% |
| 1Y | +51.8% | +32.9% | +18.9% | +29.6% |
| All | -49.4% | +45.2% | -94.5% | -66.5% |
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