+629.3%
VST vs URI
+201.4%
+427.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | 0.0% | -1.2% |
| 7D | -6.0% | -6.0% | 0.0% | -3.3% |
| 30D | -18.8% | +4.6% | -23.4% | -20.0% |
| 3M | -8.0% | -2.7% | -5.3% | -7.2% |
| 6M | -10.9% | +18.4% | -29.3% | -17.5% |
| YTD | -18.3% | +37.4% | -55.7% | -31.0% |
| 1Y | -29.9% | +30.4% | -60.3% | -39.3% |
| 3Y | +290.3% | +147.9% | +142.4% | +165.1% |
| All | +629.3% | +201.4% | +427.9% | +332.1% |
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 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