+294.7%
VWO vs URI
+5,627.9%
-5,333.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.2% |
| 7D | +2.0% | +6.7% | -4.8% | +0.2% |
| 30D | -4.3% | +8.9% | -13.1% | -6.6% |
| 3M | -6.4% | +0.5% | -6.9% | -6.9% |
| 6M | -5.6% | +20.7% | -26.3% | -11.0% |
| YTD | +5.2% | +40.0% | -34.8% | -6.2% |
| 1Y | +5.2% | +34.4% | -29.2% | -5.3% |
| 3Y | +55.5% | +149.5% | -94.0% | +14.7% |
| 5Y | +25.6% | +205.6% | -180.0% | -15.2% |
| 10Y | +110.8% | +1,183.1% | -1,072.3% | -14.1% |
| All | +294.7% | +5,627.9% | -5,333.2% | -34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling