+60.5%
VZ vs URI
+1,179.9%
-1,119.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.0% |
| 7D | +0.1% | -2.0% | +2.1% | +0.2% |
| 30D | +7.9% | -12.9% | +20.8% | +9.2% |
| 3M | +13.6% | -6.7% | +20.4% | +14.1% |
| 6M | +1.1% | +19.0% | -17.9% | -1.1% |
| YTD | +29.3% | +25.5% | +3.8% | +25.5% |
| 1Y | +21.2% | +5.5% | +15.7% | +19.6% |
| 3Y | +75.9% | +111.3% | -35.4% | +59.0% |
| 5Y | +24.1% | +198.6% | -174.5% | +6.4% |
| All | +60.5% | +1,179.9% | -1,119.4% | +16.9% |
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 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