+76.7%
VTV vs URI
+200.8%
-124.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.9% | -4.9% | +0.4% |
| 7D | -0.5% | -4.0% | +3.5% | +0.3% |
| 30D | +3.1% | +6.8% | -3.7% | +1.4% |
| 3M | +1.8% | -2.8% | +4.7% | +2.1% |
| 6M | +10.9% | +20.9% | -10.0% | +5.4% |
| YTD | +20.9% | +40.2% | -19.4% | +9.3% |
| 1Y | +24.6% | +34.1% | -9.4% | +13.9% |
| 3Y | +78.6% | +164.1% | -85.6% | +31.3% |
| All | +76.7% | +200.8% | -124.1% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling