+63.9%
VUG vs URI
+209.3%
-145.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | +4.4% | +9.3% | -4.9% | +1.6% |
| 30D | -7.3% | +7.6% | -14.9% | -9.5% |
| 3M | -4.2% | +1.0% | -5.3% | -4.9% |
| 6M | -1.6% | +19.8% | -21.4% | -7.9% |
| YTD | +4.9% | +41.9% | -37.0% | -9.1% |
| 1Y | +3.8% | +33.4% | -29.6% | -8.1% |
| 3Y | +79.4% | +156.0% | -76.6% | +17.7% |
| 5Y | +63.9% | +209.5% | -145.6% | -8.5% |
| All | +63.9% | +209.3% | -145.4% | -8.5% |
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