+25.3%
VTV vs URI
+7.5%
+17.8%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.5% |
| 7D | -0.7% | +5.0% | -5.7% | -1.2% |
| 30D | -0.5% | -9.4% | +8.9% | +0.5% |
| 3M | +5.3% | -5.8% | +11.1% | +5.8% |
| 6M | +12.9% | +25.8% | -13.0% | +9.6% |
| YTD | +18.5% | +27.9% | -9.4% | +13.7% |
| 1Y | +25.3% | +9.7% | +15.6% | +22.0% |
| All | +25.3% | +7.5% | +17.8% | +22.0% |
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