+74.0%
VTI vs URI
+206.8%
-132.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.6% | +2.5% | -1.9% | -0.1% |
| 30D | -1.1% | -12.5% | +11.5% | +2.5% |
| 3M | +3.9% | -6.2% | +10.1% | +5.2% |
| 6M | +14.6% | +25.9% | -11.2% | +5.4% |
| YTD | +13.3% | +26.2% | -12.9% | +3.1% |
| 1Y | +19.2% | +5.5% | +13.7% | +14.5% |
| 3Y | +77.4% | +125.0% | -47.6% | +26.8% |
| 5Y | +74.0% | +210.4% | -136.4% | +3.5% |
| All | +74.0% | +206.8% | -132.8% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling