+373.4%
VST vs URI
+113.1%
+260.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.8% |
| 7D | +8.9% | -2.0% | +10.9% | +9.8% |
| 30D | +6.2% | -12.9% | +19.1% | +12.9% |
| 3M | -2.7% | -6.7% | +4.0% | -0.2% |
| 6M | -8.4% | +19.0% | -27.3% | -17.8% |
| YTD | -7.2% | +25.5% | -32.7% | -20.7% |
| 1Y | -20.9% | +5.5% | -26.4% | -25.5% |
| All | +373.4% | +113.1% | +260.3% | +232.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling