+347.1%
VZ vs URI
+7,377.6%
-7,030.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.1% | +7.0% | +0.6% |
| 7D | +5.6% | -12.9% | +18.6% | +7.1% |
| 30D | +1.9% | -3.4% | +5.3% | +2.1% |
| 3M | +0.8% | -10.0% | +10.8% | +1.7% |
| 6M | +0.6% | +12.2% | -11.6% | -1.1% |
| YTD | +20.8% | +29.8% | -9.0% | +16.2% |
| 1Y | +23.9% | +24.6% | -0.7% | +19.7% |
| 3Y | +55.7% | +137.6% | -81.9% | +38.2% |
| 5Y | +21.5% | +176.6% | -155.1% | +4.6% |
| 10Y | +68.5% | +1,402.6% | -1,334.1% | +14.8% |
| All | +347.1% | +7,377.6% | -7,030.5% | +101.2% |
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