+231.8%
VTV vs URI
+1,246.1%
-1,014.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.1% | -0.1% |
| 7D | -0.4% | +2.6% | -3.0% | -1.2% |
| 30D | +3.9% | +9.1% | -5.2% | +1.3% |
| 3M | +2.6% | +1.0% | +1.6% | +1.8% |
| 6M | +11.5% | +23.3% | -11.8% | +4.3% |
| YTD | +22.3% | +43.3% | -21.0% | +7.9% |
| 1Y | +24.5% | +35.9% | -11.4% | +11.5% |
| 3Y | +78.8% | +158.6% | -79.9% | +28.2% |
| 5Y | +78.6% | +213.1% | -134.5% | +16.7% |
| 10Y | +231.8% | +1,213.1% | -981.2% | +37.6% |
| All | +231.8% | +1,246.1% | -1,014.3% | +37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling