+27.6%
VWO vs URI
+214.4%
-186.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +0.5% |
| 7D | +1.7% | +2.6% | -0.9% | +1.1% |
| 30D | -4.2% | +9.1% | -13.3% | -5.9% |
| 3M | -4.6% | +1.0% | -5.6% | -5.1% |
| 6M | -5.0% | +23.3% | -28.3% | -9.2% |
| YTD | +6.8% | +43.3% | -36.5% | -2.1% |
| 1Y | +5.8% | +35.9% | -30.2% | -2.0% |
| 3Y | +58.1% | +158.6% | -100.5% | +22.4% |
| 5Y | +27.6% | +213.1% | -185.6% | -9.9% |
| All | +27.6% | +214.4% | -186.9% | -9.9% |
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