+76.7%
VTV vs URI
+161.1%
-84.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.9% | -4.9% | +0.7% |
| 7D | -0.5% | -4.0% | +3.5% | +0.1% |
| 30D | +3.1% | +6.8% | -3.7% | +1.7% |
| 3M | +1.8% | -2.8% | +4.7% | +2.1% |
| 6M | +10.9% | +20.9% | -10.0% | +6.4% |
| YTD | +20.9% | +40.2% | -19.4% | +11.4% |
| 1Y | +24.6% | +34.1% | -9.4% | +15.9% |
| All | +76.7% | +161.1% | -84.4% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling