0.0%
VRT vs URI
+26.0%
-26.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.9% |
| 7D | -21.4% | -9.8% | -11.6% | -16.6% |
| 30D | -25.8% | +1.7% | -27.6% | -25.4% |
| 3M | -33.5% | -9.1% | -24.5% | -29.9% |
| 6M | -49.0% | +9.9% | -58.9% | -49.3% |
| YTD | +12.9% | +31.2% | -18.3% | -3.4% |
| 1Y | 0.0% | +25.9% | -25.9% | -11.3% |
| All | 0.0% | +26.0% | -26.0% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling