+18.1%
VTI vs URI
+9.3%
+8.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | -0.4% | +5.0% | -5.3% | -0.8% |
| 30D | -1.6% | -9.4% | +7.8% | -0.7% |
| 3M | +3.6% | -5.8% | +9.4% | +4.1% |
| 6M | +13.0% | +25.8% | -12.8% | +10.0% |
| YTD | +12.7% | +27.9% | -15.2% | +8.5% |
| All | +18.1% | +9.3% | +8.7% | +15.2% |
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