+65.5%
VZ vs URI
+1,313.6%
-1,248.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | +0.2% |
| 7D | +2.2% | -4.0% | +6.3% | +2.5% |
| 30D | +10.6% | +6.8% | +3.8% | +9.8% |
| 3M | -0.6% | -2.8% | +2.2% | -0.5% |
| 6M | +0.7% | +20.9% | -20.1% | -1.4% |
| YTD | +20.6% | +40.2% | -19.6% | +15.7% |
| 1Y | +22.7% | +34.1% | -11.4% | +18.2% |
| 3Y | +57.2% | +164.1% | -106.9% | +38.8% |
| 5Y | +21.4% | +199.3% | -178.0% | +4.1% |
| 10Y | +65.5% | +1,218.8% | -1,153.3% | +28.4% |
| All | +65.5% | +1,313.6% | -1,248.2% | +28.4% |
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 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