+288.9%
VTI vs URI
+1,190.2%
-901.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.2% |
| 7D | -0.4% | -6.0% | +5.5% | +1.2% |
| 30D | -3.2% | +4.6% | -7.8% | -4.7% |
| 3M | -2.9% | -2.7% | -0.2% | -2.6% |
| 6M | +2.4% | +18.4% | -16.0% | -3.5% |
| YTD | +11.2% | +37.4% | -26.2% | -1.7% |
| 1Y | +11.6% | +30.4% | -18.8% | +0.2% |
| 3Y | +76.6% | +147.9% | -71.3% | +25.7% |
| 5Y | +65.3% | +202.1% | -136.8% | +6.9% |
| All | +288.9% | +1,190.2% | -901.3% | +61.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling