+289.6%
VTI vs URI
+1,173.3%
-883.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | 0.0% |
| 7D | +2.5% | +6.7% | -4.2% | +0.6% |
| 30D | -1.5% | +8.9% | -10.4% | -4.1% |
| 3M | -3.2% | +0.5% | -3.7% | -3.8% |
| 6M | +2.3% | +20.7% | -18.4% | -4.1% |
| YTD | +11.6% | +40.0% | -28.4% | -1.9% |
| 1Y | +13.8% | +34.4% | -20.6% | +1.2% |
| 3Y | +77.4% | +149.5% | -72.1% | +26.0% |
| 5Y | +64.6% | +205.6% | -141.0% | +6.0% |
| All | +289.6% | +1,173.3% | -883.8% | +61.0% |
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