+57.3%
VUG vs URI
+166.6%
-109.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | -3.4% | -9.8% | +6.4% | -0.5% |
| 30D | -11.1% | +1.7% | -12.8% | -11.7% |
| 3M | -7.2% | -9.1% | +1.8% | -5.0% |
| 6M | -4.1% | +9.9% | -14.0% | -7.9% |
| YTD | +1.4% | +31.2% | -29.8% | -10.0% |
| 1Y | +1.9% | +25.9% | -24.0% | -8.3% |
| 3Y | +77.7% | +147.4% | -69.6% | +17.1% |
| All | +57.3% | +166.6% | -109.2% | -8.6% |
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