+403.5%
VRT vs URI
+161.0%
+242.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.9% | +2.8% | +5.1% |
| 7D | -10.6% | -4.0% | -6.6% | -7.4% |
| 30D | -17.4% | +6.8% | -24.2% | -20.0% |
| 3M | -26.4% | -2.8% | -23.6% | -24.5% |
| 6M | -41.0% | +20.9% | -61.9% | -46.9% |
| YTD | +23.8% | +40.2% | -16.4% | -3.0% |
| 1Y | +11.6% | +34.1% | -22.5% | -9.5% |
| 3Y | +403.5% | +164.1% | +239.4% | +184.3% |
| All | +403.5% | +161.0% | +242.5% | +184.3% |
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 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