+938.3%
VTI vs URI
+4,576.4%
-3,638.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.9% | -4.4% | +0.9% |
| 7D | +0.2% | -4.0% | +4.3% | +1.1% |
| 30D | -2.9% | +6.8% | -9.7% | -4.5% |
| 3M | -2.6% | -2.8% | +0.2% | -2.3% |
| 6M | +2.8% | +20.9% | -18.1% | -2.5% |
| YTD | +11.6% | +40.2% | -28.7% | +0.8% |
| 1Y | +13.6% | +34.1% | -20.4% | +3.7% |
| 3Y | +79.9% | +164.1% | -84.3% | +37.0% |
| 5Y | +64.3% | +199.3% | -135.1% | +19.1% |
| 10Y | +291.9% | +1,218.8% | -927.0% | +90.0% |
| All | +938.3% | +4,576.4% | -3,638.1% | +162.6% |
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