-20.9%
VST vs URI
+7.3%
-28.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.2% |
| 7D | +8.9% | -2.0% | +10.9% | +9.3% |
| 30D | +6.2% | -12.9% | +19.1% | +8.9% |
| 3M | -2.7% | -6.7% | +4.0% | -1.6% |
| 6M | -8.4% | +19.0% | -27.3% | -11.3% |
| YTD | -7.2% | +25.5% | -32.7% | -11.1% |
| 1Y | -20.9% | +5.5% | -26.4% | -22.9% |
| All | -20.9% | +7.3% | -28.2% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling