+962.7%
VST vs URI
+1,359.6%
-396.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -4.4% | -9.5% | -12.4% |
| 7D | -15.7% | -4.3% | -11.4% | -14.3% |
| 30D | -17.0% | +4.6% | -21.6% | -18.2% |
| 3M | -15.9% | -2.1% | -13.8% | -15.5% |
| 6M | -25.0% | +21.9% | -46.9% | -30.3% |
| YTD | -25.1% | +39.7% | -64.8% | -34.9% |
| 1Y | -34.9% | +32.9% | -67.7% | -42.4% |
| 3Y | +252.7% | +155.8% | +96.9% | +154.0% |
| 5Y | +582.3% | +202.4% | +379.9% | +352.3% |
| 10Y | +1,076.6% | +1,517.7% | -441.2% | +384.7% |
| All | +962.7% | +1,359.6% | -396.9% | +349.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling