+1,678.9%
VRT vs URI
+645.3%
+1,033.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.1% | -6.9% | -10.4% |
| 7D | -28.1% | -12.9% | -15.2% | -22.4% |
| 30D | -30.2% | -3.4% | -26.8% | -28.5% |
| 3M | -36.4% | -10.0% | -26.4% | -32.6% |
| 6M | -48.2% | +12.2% | -60.3% | -50.6% |
| YTD | +9.2% | +29.8% | -20.6% | -5.8% |
| 1Y | -7.2% | +24.6% | -31.8% | -18.2% |
| 3Y | +338.7% | +137.6% | +201.1% | +185.4% |
| 5Y | +542.8% | +176.6% | +366.2% | +283.7% |
| All | +1,678.9% | +645.3% | +1,033.6% | +523.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling