+35.2%
VWO vs URI
+215.5%
-180.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.8% |
| 7D | +0.2% | +5.0% | -4.8% | -0.7% |
| 30D | +0.9% | -9.4% | +10.3% | +2.7% |
| 3M | +4.3% | -5.8% | +10.1% | +5.1% |
| 6M | +10.5% | +25.8% | -15.3% | +4.7% |
| YTD | +13.4% | +27.9% | -14.5% | +6.4% |
| 1Y | +18.6% | +9.7% | +8.9% | +14.7% |
| 3Y | +65.8% | +128.0% | -62.2% | +32.2% |
| 5Y | +35.2% | +212.4% | -177.2% | -4.9% |
| All | +35.2% | +215.5% | -180.3% | -4.9% |
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 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