-32.0%
VST vs URI
+26.0%
-58.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.1% | +9.4% | +10.3% |
| 7D | -9.8% | -9.8% | 0.0% | -7.6% |
| 30D | -25.1% | +1.7% | -26.9% | -25.0% |
| 3M | -11.6% | -9.1% | -2.5% | -9.6% |
| 6M | -20.9% | +9.9% | -30.8% | -21.8% |
| YTD | -22.3% | +31.2% | -53.5% | -28.0% |
| 1Y | -32.0% | +25.9% | -57.9% | -36.0% |
| All | -32.0% | +26.0% | -58.0% | -36.0% |
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