+18.2%
VGT vs URI
+36.3%
-18.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.1% |
| 7D | -1.6% | +2.6% | -4.2% | -2.1% |
| 30D | -10.1% | +9.1% | -19.2% | -11.3% |
| 3M | -5.3% | +1.0% | -6.2% | -5.6% |
| 6M | +0.2% | +23.3% | -23.1% | -2.3% |
| YTD | +21.1% | +43.3% | -22.2% | +13.1% |
| 1Y | +18.2% | +35.9% | -17.8% | +12.8% |
| All | +18.2% | +36.3% | -18.2% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling