+60.4%
VT vs URI
+202.6%
-142.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.4% | +6.1% | +2.8% |
| 7D | -0.3% | -4.3% | +4.0% | +0.7% |
| 30D | -1.4% | +4.6% | -6.0% | -2.7% |
| 3M | -1.4% | -2.1% | +0.7% | -1.2% |
| 6M | +5.5% | +21.9% | -16.5% | -0.5% |
| YTD | +12.8% | +39.7% | -26.9% | +0.9% |
| 1Y | +15.4% | +32.9% | -17.4% | +4.6% |
| 3Y | +76.9% | +155.8% | -78.9% | +25.3% |
| 5Y | +60.4% | +202.4% | -142.0% | +2.1% |
| All | +60.4% | +202.6% | -142.2% | +2.1% |
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