+183.8%
VXUS vs URI
+3,695.3%
-3,511.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.1% |
| 7D | +1.0% | -2.0% | +3.0% | +1.5% |
| 30D | +2.2% | -12.9% | +15.1% | +5.5% |
| 3M | +3.0% | -6.7% | +9.7% | +4.3% |
| 6M | +10.7% | +19.0% | -8.3% | +4.7% |
| YTD | +17.8% | +25.5% | -7.7% | +9.4% |
| 1Y | +27.6% | +5.5% | +22.0% | +23.3% |
| 3Y | +73.3% | +111.3% | -38.0% | +36.9% |
| 5Y | +54.3% | +198.6% | -144.2% | +8.8% |
| 10Y | +149.8% | +1,179.9% | -1,030.1% | +12.6% |
| All | +183.8% | +3,695.3% | -3,511.5% | -20.4% |
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