+159.8%
VXUS vs URI
+3,822.8%
-3,662.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.1% | +3.4% | -2.0% |
| 7D | -3.4% | -12.9% | +9.5% | -0.3% |
| 30D | -5.8% | -3.4% | -2.4% | -5.2% |
| 3M | -6.4% | -10.0% | +3.6% | -4.4% |
| 6M | -2.5% | +12.2% | -14.7% | -5.9% |
| YTD | +7.9% | +29.8% | -21.9% | -0.8% |
| 1Y | +11.5% | +24.6% | -13.1% | +3.4% |
| 3Y | +63.4% | +137.6% | -74.1% | +25.4% |
| 5Y | +42.9% | +176.6% | -133.7% | +2.7% |
| 10Y | +138.9% | +1,402.6% | -1,263.7% | +3.6% |
| All | +159.8% | +3,822.8% | -3,662.9% | -27.9% |
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 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