+15.4%
VT vs URI
+33.3%
-17.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.4% | +6.1% | +2.1% |
| 7D | -0.3% | -4.3% | +4.0% | +0.1% |
| 30D | -1.4% | +4.6% | -6.0% | -1.9% |
| 3M | -1.4% | -2.1% | +0.7% | -1.3% |
| 6M | +5.5% | +21.9% | -16.5% | +3.4% |
| YTD | +12.8% | +39.7% | -26.9% | +6.4% |
| 1Y | +15.4% | +32.9% | -17.4% | +11.1% |
| All | +15.4% | +33.3% | -17.9% | +11.1% |
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 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