+1,855.0%
VRT vs URI
+689.0%
+1,165.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.1% |
| 7D | -17.7% | -6.0% | -11.7% | -14.4% |
| 30D | -20.0% | +4.6% | -24.6% | -21.2% |
| 3M | -28.1% | -2.7% | -25.4% | -26.6% |
| 6M | -42.8% | +18.4% | -61.2% | -46.9% |
| YTD | +20.0% | +37.4% | -17.4% | +0.7% |
| 1Y | +3.5% | +30.4% | -26.9% | -10.7% |
| 3Y | +366.1% | +147.9% | +218.2% | +196.9% |
| 5Y | +632.2% | +202.1% | +430.1% | +321.0% |
| All | +1,855.0% | +689.0% | +1,165.9% | +566.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling