+1,205.2%
VST vs URI
+1,313.6%
-108.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.9% | +0.4% | +4.9% |
| 7D | -0.5% | -4.0% | +3.5% | +1.2% |
| 30D | -17.1% | +6.8% | -23.9% | -18.8% |
| 3M | -4.6% | -2.8% | -1.8% | -3.8% |
| 6M | -9.1% | +20.9% | -29.9% | -15.3% |
| YTD | -16.6% | +40.2% | -56.9% | -27.8% |
| 1Y | -29.5% | +34.1% | -63.6% | -38.0% |
| 3Y | +297.5% | +164.1% | +133.4% | +181.3% |
| 5Y | +654.5% | +199.3% | +455.2% | +396.3% |
| 10Y | +1,205.2% | +1,218.8% | -13.6% | +434.1% |
| All | +1,205.2% | +1,313.6% | -108.4% | +434.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling