-40.0%
VST vs URI
+23.7%
-63.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -7.1% | +1.0% | -4.6% |
| 7D | -19.9% | -12.9% | -7.0% | -17.4% |
| 30D | -29.7% | -3.4% | -26.3% | -28.9% |
| 3M | -19.6% | -10.0% | -9.5% | -17.6% |
| 6M | -29.4% | +12.2% | -41.6% | -30.4% |
| YTD | -29.7% | +29.8% | -59.5% | -34.7% |
| 1Y | -40.0% | +24.6% | -64.7% | -43.7% |
| All | -40.0% | +23.7% | -63.8% | -43.7% |
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