+500.1%
VST vs URI
+178.2%
+321.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -7.1% | +1.0% | -3.3% |
| 7D | -19.9% | -12.9% | -7.0% | -15.1% |
| 30D | -29.7% | -3.4% | -26.3% | -28.7% |
| 3M | -19.6% | -10.0% | -9.5% | -16.3% |
| 6M | -29.4% | +12.2% | -41.6% | -33.3% |
| YTD | -29.7% | +29.8% | -59.5% | -39.3% |
| 1Y | -40.0% | +24.6% | -64.7% | -47.2% |
| 3Y | +231.0% | +137.6% | +93.4% | +128.9% |
| 5Y | +500.1% | +176.6% | +323.4% | +265.7% |
| All | +500.1% | +178.2% | +321.9% | +265.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling