+134.7%
VGT vs URI
+206.8%
-72.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | +1.8% | +2.5% | -0.7% | +1.0% |
| 30D | -0.3% | -12.5% | +12.2% | +4.3% |
| 3M | +3.4% | -6.2% | +9.6% | +5.2% |
| 6M | +35.0% | +25.9% | +9.1% | +21.9% |
| YTD | +28.8% | +26.2% | +2.6% | +14.7% |
| 1Y | +38.0% | +5.5% | +32.5% | +31.6% |
| 3Y | +125.8% | +125.0% | +0.8% | +51.3% |
| 5Y | +134.7% | +210.4% | -75.7% | +26.3% |
| All | +134.7% | +206.8% | -72.1% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling