+827.8%
VOO vs URI
+7,757.8%
-6,930.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.8% |
| 7D | +0.1% | -2.0% | +2.1% | +0.6% |
| 30D | +0.1% | -12.9% | +13.0% | +3.4% |
| 3M | +2.0% | -6.7% | +8.7% | +3.3% |
| 6M | +13.0% | +19.0% | -6.0% | +6.7% |
| YTD | +13.6% | +25.5% | -12.0% | +5.1% |
| 1Y | +20.1% | +5.5% | +14.5% | +15.7% |
| 3Y | +77.6% | +111.3% | -33.7% | +39.9% |
| 5Y | +82.4% | +198.6% | -116.1% | +28.7% |
| 10Y | +316.8% | +1,179.9% | -863.1% | +92.8% |
| All | +827.8% | +7,757.8% | -6,930.0% | +137.6% |
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