+57.3%
VZ vs URI
+136.1%
-78.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.1% | +7.0% | 0.0% |
| 7D | +5.6% | -12.9% | +18.6% | +5.9% |
| 30D | +1.9% | -3.4% | +5.3% | +1.9% |
| 3M | +0.8% | -10.0% | +10.8% | +1.0% |
| 6M | +0.6% | +12.2% | -11.6% | -0.1% |
| YTD | +20.8% | +29.8% | -9.0% | +18.9% |
| 1Y | +23.9% | +24.6% | -0.7% | +22.2% |
| All | +57.3% | +136.1% | -78.8% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling