+405.3%
VUG vs URI
+1,243.8%
-838.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +0.5% |
| 7D | -1.1% | +2.4% | -3.5% | -1.8% |
| 30D | -7.0% | +8.9% | -15.9% | -9.4% |
| 3M | -3.7% | +0.8% | -4.5% | -4.3% |
| 6M | -1.6% | +23.1% | -24.8% | -8.2% |
| YTD | +5.1% | +43.1% | -37.9% | -8.0% |
| 1Y | +3.8% | +35.7% | -31.9% | -7.8% |
| 3Y | +79.9% | +158.2% | -78.3% | +27.3% |
| 5Y | +66.4% | +212.6% | -146.2% | +7.6% |
| 10Y | +405.3% | +1,210.8% | -805.5% | +120.9% |
| All | +405.3% | +1,243.8% | -838.5% | +120.9% |
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