+2,088.6%
VGT vs URI
+5,195.6%
-3,107.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.9% | -3.7% | +1.5% |
| 7D | -1.6% | -4.0% | +2.4% | -0.6% |
| 30D | -12.5% | +6.8% | -19.3% | -14.0% |
| 3M | -7.7% | -2.8% | -4.9% | -7.3% |
| 6M | -0.2% | +20.9% | -21.0% | -5.3% |
| YTD | +19.3% | +40.2% | -21.0% | +7.3% |
| 1Y | +18.2% | +34.1% | -15.9% | +7.5% |
| 3Y | +109.6% | +164.1% | -54.5% | +58.5% |
| 5Y | +105.5% | +199.3% | -93.8% | +48.2% |
| 10Y | +716.4% | +1,218.8% | -502.5% | +289.9% |
| All | +2,088.6% | +5,195.6% | -3,107.0% | +440.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling