+619.5%
VRT vs URI
+113.1%
+506.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.7% | +3.3% |
| 7D | +9.1% | -2.0% | +11.1% | +10.5% |
| 30D | +0.9% | -12.9% | +13.9% | +10.0% |
| 3M | -13.4% | -6.7% | -6.6% | -9.0% |
| 6M | +11.7% | +19.0% | -7.3% | -0.5% |
| YTD | +73.2% | +25.5% | +47.7% | +44.4% |
| 1Y | +123.4% | +5.5% | +117.9% | +109.0% |
| All | +619.5% | +113.1% | +506.4% | +324.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling