+788.1%
VOO vs URI
+8,113.5%
-7,325.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | -2.7% | -9.8% | +7.1% | -0.3% |
| 30D | -5.4% | +1.7% | -7.1% | -5.9% |
| 3M | -4.1% | -9.1% | +5.0% | -2.1% |
| 6M | +0.7% | +9.9% | -9.1% | -2.4% |
| YTD | +8.7% | +31.2% | -22.5% | -0.8% |
| 1Y | +11.0% | +25.9% | -15.0% | +2.3% |
| 3Y | +75.5% | +147.4% | -71.9% | +32.9% |
| 5Y | +68.4% | +179.7% | -111.4% | +20.5% |
| 10Y | +315.7% | +1,419.5% | -1,103.9% | +85.1% |
| All | +788.1% | +8,113.5% | -7,325.4% | +124.5% |
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 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