+361.8%
VRT vs URI
+138.8%
+223.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.7% |
| 7D | -21.4% | -9.8% | -11.6% | -15.3% |
| 30D | -25.8% | +1.7% | -27.6% | -25.9% |
| 3M | -33.5% | -9.1% | -24.5% | -28.9% |
| 6M | -49.0% | +9.9% | -58.9% | -51.3% |
| YTD | +12.9% | +31.2% | -18.3% | -7.7% |
| 1Y | 0.0% | +25.9% | -25.9% | -15.6% |
| 3Y | +361.8% | +147.4% | +214.4% | +172.9% |
| All | +361.8% | +138.8% | +223.0% | +172.9% |
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