+359.2%
VT vs URI
+5,713.0%
-5,353.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -1.6% | +1.1% | -2.7% | -1.9% |
| 30D | -2.5% | +8.7% | -11.2% | -4.7% |
| 3M | -1.3% | +5.5% | -6.8% | -3.0% |
| 6M | +3.1% | +24.3% | -21.2% | -3.5% |
| YTD | +10.9% | +46.1% | -35.1% | -2.1% |
| 1Y | +12.1% | +38.2% | -26.1% | +0.3% |
| 3Y | +73.9% | +167.5% | -93.6% | +26.4% |
| 5Y | +58.0% | +220.2% | -162.2% | +6.5% |
| 10Y | +225.5% | +1,588.7% | -1,363.2% | +27.5% |
| All | +359.2% | +5,713.0% | -5,353.8% | -19.6% |
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