+378.7%
VZ vs URI
+7,134.6%
-6,755.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.1% |
| 7D | +0.1% | -2.0% | +2.1% | +0.3% |
| 30D | +7.9% | -12.9% | +20.8% | +9.4% |
| 3M | +13.6% | -6.7% | +20.4% | +14.2% |
| 6M | +1.1% | +19.0% | -17.9% | -1.4% |
| YTD | +29.3% | +25.5% | +3.8% | +25.1% |
| 1Y | +21.2% | +5.5% | +15.7% | +19.3% |
| 3Y | +75.9% | +111.3% | -35.4% | +58.3% |
| 5Y | +24.1% | +198.6% | -174.5% | +5.9% |
| 10Y | +62.4% | +1,179.9% | -1,117.5% | +12.6% |
| All | +378.7% | +7,134.6% | -6,755.9% | +116.4% |
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 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