+25.2%
VZ vs URI
+33.3%
-8.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.4% | +2.0% |
| 7D | +6.9% | -4.3% | +11.3% | +6.8% |
| 30D | +2.3% | +4.6% | -2.3% | +2.3% |
| 3M | 0.0% | -2.1% | +2.1% | 0.0% |
| 6M | +0.2% | +21.9% | -21.7% | -0.2% |
| YTD | +20.9% | +39.7% | -18.8% | +19.9% |
| 1Y | +25.2% | +32.9% | -7.6% | +25.0% |
| All | +25.2% | +33.3% | -8.1% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling