+408.9%
VUG vs URI
+1,179.9%
-771.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | -0.1% | -2.0% | +1.9% | +0.4% |
| 30D | -0.3% | -12.9% | +12.6% | +3.5% |
| 3M | -0.7% | -6.7% | +6.0% | +0.7% |
| 6M | +14.6% | +19.0% | -4.4% | +7.2% |
| YTD | +9.0% | +25.5% | -16.5% | -0.5% |
| 1Y | +14.9% | +5.5% | +9.3% | +10.1% |
| 3Y | +86.0% | +111.3% | -25.3% | +40.7% |
| 5Y | +76.7% | +198.6% | -121.9% | +17.3% |
| All | +408.9% | +1,179.9% | -771.0% | +125.3% |
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