+379.7%
VRT vs URI
+153.1%
+226.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.8% |
| 7D | +10.5% | +6.7% | +3.8% | +6.2% |
| 30D | -9.3% | +8.9% | -18.2% | -13.2% |
| 3M | -29.6% | +0.5% | -30.1% | -29.2% |
| 6M | -45.4% | +20.7% | -66.0% | -50.7% |
| YTD | +24.8% | +40.0% | -15.2% | -1.9% |
| 1Y | +23.6% | +34.4% | -10.8% | +0.2% |
| 3Y | +379.7% | +149.5% | +230.2% | +185.7% |
| All | +379.7% | +153.1% | +226.5% | +185.7% |
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