+302.5%
VTI vs URI
+1,196.9%
-894.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.9% |
| 7D | -0.4% | +5.0% | -5.3% | -1.7% |
| 30D | -1.6% | -9.4% | +7.8% | +1.1% |
| 3M | +3.6% | -5.8% | +9.4% | +4.8% |
| 6M | +13.0% | +25.8% | -12.8% | +3.9% |
| YTD | +12.7% | +27.9% | -15.2% | +2.3% |
| 1Y | +18.4% | +9.7% | +8.7% | +12.1% |
| 3Y | +76.4% | +128.0% | -51.6% | +29.7% |
| 5Y | +73.7% | +212.4% | -138.7% | +12.4% |
| 10Y | +302.5% | +1,271.8% | -969.3% | +69.0% |
| All | +302.5% | +1,196.9% | -894.4% | +69.0% |
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