-49.0%
VRT vs URI
+12.1%
-61.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.4% |
| 7D | -21.4% | -9.8% | -11.6% | -13.1% |
| 30D | -25.8% | +1.7% | -27.6% | -25.0% |
| 3M | -33.5% | -9.1% | -24.5% | -26.6% |
| 6M | -49.0% | +9.9% | -58.9% | -47.4% |
| All | -49.0% | +12.1% | -61.2% | -47.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling