+47.7%
VXUS vs URI
+194.6%
-146.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.2% |
| 7D | +0.5% | -6.0% | +6.5% | +1.7% |
| 30D | -2.5% | +4.6% | -7.1% | -3.6% |
| 3M | -4.6% | -2.7% | -1.9% | -4.4% |
| 6M | -2.6% | +18.4% | -21.0% | -6.7% |
| YTD | +10.4% | +37.4% | -27.0% | +0.9% |
| 1Y | +12.9% | +30.4% | -17.5% | +4.4% |
| 3Y | +68.4% | +147.9% | -79.5% | +26.2% |
| 5Y | +47.7% | +202.1% | -154.4% | -0.1% |
| All | +47.7% | +194.6% | -146.9% | -0.1% |
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