+960.3%
VTI vs URI
+4,086.0%
-3,125.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | +0.1% | -2.0% | +2.1% | +0.5% |
| 30D | 0.0% | -12.9% | +13.0% | +3.2% |
| 3M | +2.0% | -6.7% | +8.7% | +3.2% |
| 6M | +13.0% | +19.0% | -6.0% | +7.0% |
| YTD | +13.9% | +25.5% | -11.6% | +5.9% |
| 1Y | +20.0% | +5.5% | +14.5% | +15.9% |
| 3Y | +75.8% | +111.3% | -35.5% | +41.2% |
| 5Y | +73.8% | +198.6% | -124.7% | +26.3% |
| 10Y | +297.5% | +1,179.9% | -882.4% | +93.8% |
| All | +960.3% | +4,086.0% | -3,125.7% | +175.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling