+142.3%
VXUS vs URI
+1,313.6%
-1,171.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.9% | -4.0% | +1.2% |
| 7D | +0.8% | -4.0% | +4.8% | +1.7% |
| 30D | -1.9% | +6.8% | -8.7% | -3.6% |
| 3M | -4.4% | -2.8% | -1.6% | -4.1% |
| 6M | -2.0% | +20.9% | -22.8% | -7.1% |
| YTD | +11.1% | +40.2% | -29.1% | +0.1% |
| 1Y | +15.1% | +34.1% | -19.0% | +4.7% |
| 3Y | +70.4% | +164.1% | -93.7% | +25.7% |
| 5Y | +47.2% | +199.3% | -152.2% | +1.6% |
| 10Y | +142.3% | +1,218.8% | -1,076.6% | +13.5% |
| All | +142.3% | +1,313.6% | -1,171.4% | +13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling