+66.8%
VWO vs URI
+126.5%
-59.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | +0.9% | +2.5% | -1.6% | +0.5% |
| 30D | +1.3% | -12.5% | +13.8% | +3.3% |
| 3M | +5.1% | -6.2% | +11.3% | +5.9% |
| 6M | +12.5% | +25.9% | -13.3% | +7.7% |
| YTD | +14.0% | +26.2% | -12.2% | +8.5% |
| 1Y | +19.7% | +5.5% | +14.2% | +17.6% |
| 3Y | +66.8% | +125.0% | -58.2% | +37.5% |
| All | +66.8% | +126.5% | -59.7% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling