+11.3%
VTI vs URI
+30.7%
-19.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | -0.1% |
| 7D | -0.4% | -6.0% | +5.5% | +0.1% |
| 30D | -3.2% | +4.6% | -7.8% | -3.7% |
| 3M | -2.9% | -2.7% | -0.2% | -2.8% |
| 6M | +2.4% | +18.4% | -16.0% | +0.7% |
| YTD | +11.2% | +37.4% | -26.2% | +5.1% |
| All | +11.3% | +30.7% | -19.3% | +7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling