+812.9%
VGT vs URI
+1,196.9%
-384.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.5% | -0.6% |
| 7D | +1.5% | +5.0% | -3.5% | -0.1% |
| 30D | +0.5% | -9.4% | +9.9% | +3.6% |
| 3M | +5.3% | -5.8% | +11.1% | +6.8% |
| 6M | +32.4% | +25.8% | +6.6% | +20.8% |
| YTD | +28.6% | +27.9% | +0.7% | +15.6% |
| 1Y | +37.6% | +9.7% | +27.9% | +29.9% |
| 3Y | +125.5% | +128.0% | -2.5% | +62.5% |
| 5Y | +135.2% | +212.4% | -77.2% | +48.7% |
| 10Y | +812.9% | +1,271.8% | -458.9% | +283.4% |
| All | +812.9% | +1,196.9% | -384.0% | +283.4% |
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